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 | $32,460 | $168,635-80.8% | $147,617-78.0% | $125,389-74.1% |
| Participation rate | 42.9% | 88.8%-45.9pp | 84.6%-41.8pp | 83.2%-40.3pp |
| Annual return | -3.24% | 77.65%-80.9pp | 61.98%-65.2pp | 282.24%-285.5pp |
| Employer contribution / active EE | $1,325 | $6,252-78.8% | $5,564-76.2% | $4,866-72.8% |
| Participant deferral / active EE | $1,515 | $5,507-72.5% | $4,895-69.1% | $5,352-71.7% |
| Admin fee / account holder | $7,575 | $13,580-44.2% | $11,612-34.8% | $9,541-20.6% |