Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $20,297 | $82,674-75.4% | $125,381-83.8% | $68,486-70.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -17.31% | -5.97%-11.3pp | 572.31%-589.6pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,064 | $3,382-68.5% | $4,815-77.9% | $2,597-59.0% |
| Participant deferral / active EE | $1,897 | $6,111-69.0% | $7,448-74.5% | $4,028-52.9% |
| Admin fee / account holder | $1,710 | $6,277-72.8% | $10,007-82.9% | $5,404-68.4% |