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 | $37,175 | $65,092-42.9% | $143,799-74.1% | $66,938-44.5% |
| Participation rate | 10.7% | 65.2%-54.5pp | 80.3%-69.6pp | 69.8%-59.1pp |
| Annual return | -17.60% | -11.14%-6.5pp | -0.04%-17.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $304 | $2,920-89.6% | $5,638-94.6% | $4,238-92.8% |
| Admin fee / account holder | $3,499 | $502+596.4% | $14,677-76.2% | $594+489.5% |