Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $17,877 | $59,107-69.8% | $86,439-79.3% | $68,495-73.9% |
| Participation rate | 60.8% | 75.2%-14.5pp | 80.3%-19.5pp | 67.9%-7.1pp |
| Annual return | -17.24% | -0.23%-17.0pp | 4395.55%-4412.8pp | -7.84%-9.4pp |
| Employer contribution / active EE | $757 | $2,519-70.0% | $3,769-79.9% | $2,596-70.9% |
| Participant deferral / active EE | $2,571 | $5,901-56.4% | $6,952-63.0% | $4,028-36.2% |
| Admin fee / account holder | $633 | $5,637-88.8% | $6,732-90.6% | $5,403-88.3% |