Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $44,955 | $95,895-53.1% | $79,576-43.5% | $134,509-66.6% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -16.87% | -2.72%-14.1pp | 0.15%-17.0pp | 418.13%-435.0pp |
| Employer contribution / active EE | $864 | $3,128-72.4% | $2,413-64.2% | $4,741-81.8% |
| Participant deferral / active EE | $864 | $4,693-81.6% | $3,985-78.3% | $6,400-86.5% |
| Admin fee / account holder | $335 | $9,129-96.3% | $6,834-95.1% | $11,427-97.1% |