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 | $41,114 | $82,674-50.3% | $125,363-67.2% | $68,495-40.0% |
| Participation rate | 48.6% | 75.0%-26.4pp | 82.4%-33.7pp | 67.9%-19.2pp |
| Annual return | -7.75% | -5.97%-1.8pp | 572.15%-579.9pp | -7.84%+0.1pp |
| Employer contribution / active EE | $890 | $3,382-73.7% | $4,815-81.5% | $2,596-65.7% |
| Participant deferral / active EE | $1,583 | $6,111-74.1% | $7,447-78.7% | $4,028-60.7% |
| Admin fee / account holder | $18,554 | $6,276+195.6% | $10,005+85.4% | $5,403+243.4% |