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 | $104,857 | $100,805+4.0% | $86,698+20.9% | $134,532-22.1% |
| Participation rate | 23.5% | 79.0%-55.4pp | 76.6%-53.1pp | 81.2%-57.7pp |
| Annual return | -9.44% | 29.09%-38.5pp | 35.95%-45.4pp | 418.27%-427.7pp |
| Employer contribution / active EE | $1,209 | $3,490-65.4% | $2,837-57.4% | $4,741-74.5% |
| Participant deferral / active EE | $1,069 | $5,339-80.0% | $4,656-77.0% | $6,401-83.3% |
| Admin fee / account holder | $390 | $10,925-96.4% | $7,493-94.8% | $11,429-96.6% |