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 | $58,582 | $106,551-45.0% | $91,225-35.8% | $134,532-56.5% |
| Participation rate | 26.3% | 76.8%-50.5pp | 73.2%-46.9pp | 81.2%-54.9pp |
| Annual return | -15.86% | 160.78%-176.6pp | 114.12%-130.0pp | 418.27%-434.1pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $575 | $4,718-87.8% | $4,233-86.4% | $6,401-91.0% |
| Admin fee / account holder | $7,007 | $6,234+12.4% | $5,422+29.2% | $11,429-38.7% |