Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $43,991 | $73,009-39.7% | $90,760-51.5% | $68,486-35.8% |
| Participation rate | 33.8% | 70.8%-37.0pp | 75.7%-41.8pp | 67.9%-34.0pp |
| Annual return | -8.97% | -13.81%+4.8pp | -12.16%+3.2pp | -7.85%-1.1pp |
| Employer contribution / active EE | $611 | $2,193-72.1% | $2,922-79.1% | $2,597-76.5% |
| Participant deferral / active EE | $947 | $3,626-73.9% | $4,565-79.2% | $4,028-76.5% |
| Admin fee / account holder | $12,203 | $5,896+107.0% | $8,444+44.5% | $5,404+125.8% |