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 | $69,395 | $82,674-16.1% | $125,381-44.7% | $68,486+1.3% |
| Participation rate | 26.9% | 75.1%-48.1pp | 82.4%-55.5pp | 67.9%-41.0pp |
| Annual return | -14.25% | -5.97%-8.3pp | 572.31%-586.6pp | -7.85%-6.4pp |
| Employer contribution / active EE | $1,025 | $3,382-69.7% | $4,815-78.7% | $2,597-60.5% |
| Participant deferral / active EE | $2,483 | $6,111-59.4% | $7,448-66.7% | $4,028-38.4% |
| Admin fee / account holder | $668 | $6,277-89.4% | $10,007-93.3% | $5,404-87.6% |