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 | $76,804 | $105,867-27.5% | $90,760-15.4% | $134,532-42.9% |
| Participation rate | 38.1% | 78.3%-40.2pp | 75.7%-37.6pp | 81.2%-43.1pp |
| Annual return | -13.14% | -10.99%-2.2pp | -12.16%-1.0pp | 418.27%-431.4pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $706 | $5,217-86.5% | $4,565-84.5% | $6,401-89.0% |
| Admin fee / account holder | $28,248 | $13,936+102.7% | $8,444+234.5% | $11,429+147.2% |