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 | $21,837 | $50,958-57.1% | $74,552-70.7% | $64,181-66.0% |
| Participation rate | 39.6% | 61.1%-21.4pp | 69.1%-29.5pp | 69.6%-29.9pp |
| Annual return | -6.80% | -1.86%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $610 | $2,301-73.5% | $3,108-80.4% | $3,470-82.4% |
| Admin fee / account holder | $780 | $4,223-81.5% | $5,060-84.6% | $4,887-84.0% |