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 | $60,150 | $138,102-56.4% | $125,381-52.0% | $134,532-55.3% |
| Participation rate | 44.4% | 84.5%-40.1pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | -13.93% | 750.73%-764.7pp | 572.31%-586.2pp | 418.27%-432.2pp |
| Employer contribution / active EE | $1,400 | $5,245-73.3% | $4,815-70.9% | $4,741-70.5% |
| Participant deferral / active EE | $2,265 | $7,801-71.0% | $7,448-69.6% | $6,401-64.6% |
| Admin fee / account holder | $32,757 | $11,568+183.2% | $10,007+227.3% | $11,429+186.6% |