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 | $50,348 | $100,811-50.1% | $86,698-41.9% | $134,545-62.6% |
| Participation rate | 21.1% | 79.0%-57.9pp | 76.6%-55.5pp | 81.2%-60.2pp |
| Annual return | -16.85% | 29.11%-46.0pp | 35.96%-52.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $606 | $5,339-88.7% | $4,656-87.0% | $6,401-90.5% |
| Admin fee / account holder | $489 | $10,926-95.5% | $7,492-93.5% | $11,431-95.7% |