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 | $22,956 | $77,816-70.5% | $123,552-81.4% | $64,173-64.2% |
| Participation rate | 52.4% | 74.7%-22.3pp | 82.3%-29.9pp | 69.6%-17.2pp |
| Annual return | -3.80% | 12.49%-16.3pp | 119.20%-123.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $831 | $3,014-72.4% | $4,628-82.0% | $2,381-65.1% |
| Participant deferral / active EE | $1,524 | $5,240-70.9% | $6,426-76.3% | $3,470-56.1% |
| Admin fee / account holder | $7,217 | $5,519+30.8% | $9,285-22.3% | $4,887+47.7% |