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 | $28,874 | $81,870-64.7% | $119,634-75.9% | $68,490-57.8% |
| Participation rate | 45.7% | 71.9%-26.2pp | 79.3%-33.6pp | 67.9%-22.2pp |
| Annual return | -15.29% | -23.82%+8.5pp | -14.98%-0.3pp | -7.85%-7.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $708 | $4,148-82.9% | $5,601-87.4% | $4,028-82.4% |
| Admin fee / account holder | $1,270 | $6,583-80.7% | $10,329-87.7% | $5,403-76.5% |