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 | $46,608 | $190,879-75.6% | $160,009-70.9% | $134,532-65.4% |
| Participation rate | 54.5% | 82.0%-27.4pp | 78.0%-23.4pp | 81.2%-26.7pp |
| Annual return | -14.93% | 552.63%-567.6pp | 408.85%-423.8pp | 418.27%-433.2pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $251 | $6,924-96.4% | $6,183-95.9% | $6,401-96.1% |
| Admin fee / account holder | $8,170 | $10,495-22.2% | $8,715-6.3% | $11,429-28.5% |