Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $44,032 | $73,848-40.4% | $143,799-69.4% | $68,486-35.7% |
| Participation rate | 51.9% | 66.7%-14.7pp | 80.3%-28.4pp | 67.9%-16.0pp |
| Annual return | -15.44% | 0.91%-16.3pp | -0.04%-15.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $429 | $3,184-86.5% | $4,952-91.3% | $2,597-83.5% |
| Participant deferral / active EE | $604 | $3,385-82.2% | $5,638-89.3% | $4,028-85.0% |
| Admin fee / account holder | $19,595 | $5,755+240.5% | $14,677+33.5% | $5,404+262.6% |