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 | $39,378 | $82,324-52.2% | $68,803-42.8% | $134,545-70.7% |
| Participation rate | 40.9% | 75.1%-34.1pp | 69.0%-28.1pp | 81.2%-40.3pp |
| Annual return | -13.67% | -2.17%-11.5pp | -6.37%-7.3pp | 418.37%-432.0pp |
| Employer contribution / active EE | $681 | $3,302-79.4% | $2,656-74.4% | $4,742-85.6% |
| Participant deferral / active EE | $703 | $4,740-85.2% | $3,942-82.2% | $6,401-89.0% |
| Admin fee / account holder | $9,170 | $6,485+41.4% | $4,936+85.8% | $11,431-19.8% |