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 | $24,800 | $82,674-70.0% | $125,363-80.2% | $68,495-63.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -14.82% | -5.97%-8.8pp | 572.15%-587.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,162 | $6,111-81.0% | $7,447-84.4% | $4,028-71.1% |
| Admin fee / account holder | $4,600 | $6,276-26.7% | $10,005-54.0% | $5,403-14.9% |