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 | $54,942 | $59,813-8.1% | $79,580-31.0% | $68,486-19.8% |
| Participation rate | 35.7% | 61.1%-25.4pp | 69.5%-33.8pp | 67.9%-32.2pp |
| Annual return | -14.57% | -12.30%-2.3pp | 0.15%-14.7pp | -7.85%-6.7pp |
| Employer contribution / active EE | $354 | $1,505-76.5% | $2,413-85.3% | $2,597-86.4% |
| Participant deferral / active EE | $881 | $3,024-70.9% | $3,985-77.9% | $4,028-78.1% |
| Admin fee / account holder | $2,767 | $4,835-42.8% | $6,835-59.5% | $5,404-48.8% |