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 | $25,537 | $71,878-64.5% | $86,698-70.5% | $68,486-62.7% |
| Participation rate | 35.9% | 72.2%-36.4pp | 76.6%-40.7pp | 67.9%-32.0pp |
| Annual return | -12.86% | 3.53%-16.4pp | 35.95%-48.8pp | -7.85%-5.0pp |
| Employer contribution / active EE | $790 | $2,173-63.7% | $2,837-72.2% | $2,597-69.6% |
| Participant deferral / active EE | $1,422 | $3,779-62.4% | $4,656-69.5% | $4,028-64.7% |
| Admin fee / account holder | $6,471 | $6,113+5.9% | $7,493-13.6% | $5,404+19.7% |