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 | $64,271 | $81,870-21.5% | $119,622-46.3% | $68,486-6.2% |
| Participation rate | 18.2% | 71.9%-53.7pp | 79.3%-61.1pp | 67.9%-49.7pp |
| Annual return | -15.62% | -23.82%+8.2pp | -14.98%-0.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $470 | $4,148-88.7% | $5,601-91.6% | $4,028-88.3% |
| Admin fee / account holder | $7,154 | $6,583+8.7% | $10,328-30.7% | $5,404+32.4% |