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 | $48,651 | $69,977-30.5% | $108,582-55.2% | $62,881-22.6% |
| Participation rate | 48.0% | 72.9%-24.9pp | 79.6%-31.6pp | 69.3%-21.3pp |
| Annual return | 0.00% | 10.73%-10.7pp | -51.70%+51.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,176 | $3,165-62.8% | $4,311-72.7% | $3,203-63.3% |
| Admin fee / account holder | $1,497 | $5,076-70.5% | $7,645-80.4% | $4,296-65.1% |