Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,640 | $45,602-26.2% | $117,498-71.4% | $66,930-49.7% |
| Participation rate | 9.3% | 57.6%-48.4pp | 70.6%-61.3pp | 69.8%-60.6pp |
| Annual return | -15.82% | -16.74%+0.9pp | 29.75%-45.6pp | 1.57%-17.4pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,178-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $424 | $2,845-85.1% | $4,071-89.6% | $4,238-90.0% |
| Admin fee / account holder | $836 | $661+26.5% | $5,646-85.2% | $593+40.8% |