Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $41,896 | $73,839-43.3% | $143,788-70.9% | $68,495-38.8% |
| Participation rate | 8.6% | 66.7%-58.0pp | 80.3%-71.7pp | 67.9%-59.3pp |
| Annual return | -12.66% | 1.01%-13.7pp | -0.03%-12.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $113 | $3,384-96.7% | $5,638-98.0% | $4,028-97.2% |
| Admin fee / account holder | $8,127 | $5,755+41.2% | $14,675-44.6% | $5,403+50.4% |