Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,740 | $71,878-67.0% | $86,698-72.6% | $68,486-65.3% |
| Participation rate | 23.1% | 72.2%-49.2pp | 76.6%-53.5pp | 67.9%-44.8pp |
| Annual return | -15.32% | 3.53%-18.9pp | 35.95%-51.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $642 | $2,173-70.5% | $2,837-77.4% | $2,597-75.3% |
| Participant deferral / active EE | $1,539 | $3,779-59.3% | $4,656-66.9% | $4,028-61.8% |
| Admin fee / account holder | $2,553 | $6,113-58.2% | $7,493-65.9% | $5,404-52.8% |