Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $15,940 | $46,697-65.9% | $117,533-86.4% | $68,486-76.7% |
| Participation rate | 35.7% | 56.8%-21.1pp | 70.6%-34.9pp | 67.9%-32.2pp |
| Annual return | 13.76% | -14.52%+28.3pp | 29.77%-16.0pp | -7.85%+21.6pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $649 | $2,637-75.4% | $4,072-84.1% | $4,028-83.9% |
| Admin fee / account holder | $5,131 | $4,023+27.6% | $5,647-9.1% | $5,404-5.0% |