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 | $49,445 | $77,816-36.5% | $123,552-60.0% | $64,173-23.0% |
| Participation rate | 19.3% | 74.7%-55.4pp | 82.3%-63.0pp | 69.6%-50.3pp |
| Annual return | -5.17% | 12.49%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $985 | $5,240-81.2% | $6,426-84.7% | $3,470-71.6% |
| Admin fee / account holder | $11,443 | $5,519+107.3% | $9,285+23.2% | $4,887+134.1% |