Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $34,549 | $64,729-46.6% | $112,263-69.2% | $68,490-49.6% |
| Participation rate | 42.9% | 67.2%-24.3pp | 75.1%-32.2pp | 67.9%-25.0pp |
| Annual return | -16.80% | -11.40%-5.4pp | 27.49%-44.3pp | -7.85%-8.9pp |
| Employer contribution / active EE | $699 | $2,746-74.6% | $3,636-80.8% | $2,597-73.1% |
| Participant deferral / active EE | $1,142 | $3,566-68.0% | $4,729-75.9% | $4,028-71.6% |
| Admin fee / account holder | $354 | $5,222-93.2% | $6,410-94.5% | $5,403-93.5% |