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 | $21,854 | $95,915-77.2% | $79,580-72.5% | $134,532-83.8% |
| Participation rate | 31.8% | 75.0%-43.2pp | 69.5%-37.7pp | 81.2%-49.4pp |
| Annual return | -5.82% | -2.71%-3.1pp | 0.15%-6.0pp | 418.27%-424.1pp |
| Employer contribution / active EE | $836 | $3,129-73.3% | $2,413-65.4% | $4,741-82.4% |
| Participant deferral / active EE | $880 | $4,693-81.3% | $3,985-77.9% | $6,401-86.3% |
| Admin fee / account holder | $3,362 | $9,132-63.2% | $6,835-50.8% | $11,429-70.6% |