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 | $77,286 | $92,743-16.7% | $82,744-6.6% | $134,532-42.6% |
| Participation rate | 9.1% | 75.2%-66.1pp | 72.6%-63.5pp | 81.2%-72.1pp |
| Annual return | -20.09% | 946.63%-966.7pp | 702.22%-722.3pp | 418.27%-438.4pp |
| Employer contribution / active EE | $447 | $3,273-86.3% | $3,008-85.1% | $4,741-90.6% |
| Participant deferral / active EE | $559 | $4,802-88.4% | $4,395-87.3% | $6,401-91.3% |
| Admin fee / account holder | $561 | $5,977-90.6% | $5,325-89.5% | $11,429-95.1% |