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 | $92,670 | $90,467+2.4% | $93,759-1.2% | $134,532-31.1% |
| Participation rate | 40.0% | 82.0%-42.0pp | 81.0%-41.0pp | 81.2%-41.2pp |
| Annual return | 0.00% | -15.72%+15.7pp | -11.33%+11.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $4,345-100.0% | $4,324-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $360 | $5,980-94.0% | $6,096-94.1% | $6,401-94.4% |
| Admin fee / account holder | $2,812 | $9,258-69.6% | $7,197-60.9% | $11,429-75.4% |