Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $59,021 | $82,674-28.6% | $125,381-52.9% | $68,486-13.8% |
| Participation rate | 7.1% | 75.1%-67.9pp | 82.4%-75.2pp | 67.9%-60.8pp |
| Annual return | -13.76% | -5.97%-7.8pp | 572.31%-586.1pp | -7.85%-5.9pp |
| Employer contribution / active EE | $804 | $3,382-76.2% | $4,815-83.3% | $2,597-69.1% |
| Participant deferral / active EE | $1,216 | $6,111-80.1% | $7,448-83.7% | $4,028-69.8% |
| Admin fee / account holder | $402 | $6,277-93.6% | $10,007-96.0% | $5,404-92.6% |