Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $26,015 | $62,583-58.4% | $76,767-66.1% | $64,173-59.5% |
| Participation rate | 24.4% | 72.8%-48.4pp | 77.0%-52.5pp | 69.6%-45.1pp |
| Annual return | -6.97% | -1.95%-5.0pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $599 | $1,832-67.3% | $2,485-75.9% | $2,381-74.8% |
| Participant deferral / active EE | $768 | $3,145-75.6% | $3,852-80.1% | $3,470-77.9% |
| Admin fee / account holder | $483 | $4,667-89.6% | $6,675-92.8% | $4,887-90.1% |