Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $35,681 | $45,566-21.7% | $64,105-44.3% | $59,633-40.2% |
| Participation rate | 53.1% | 60.2%-7.1pp | 68.2%-15.1pp | 68.7%-15.6pp |
| Annual return | -0.99% | 4.95%-5.9pp | 791.24%-792.2pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $615 | $934-34.1% | $1,820-66.2% | $2,203-72.1% |
| Participant deferral / active EE | $865 | $2,057-57.9% | $2,822-69.3% | $3,192-72.9% |
| Admin fee / account holder | $394 | $3,268-87.9% | $4,499-91.2% | $4,297-90.8% |