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 | $32,912 | $100,805-67.4% | $86,698-62.0% | $134,532-75.5% |
| Participation rate | 62.5% | 79.0%-16.5pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -12.23% | 29.09%-41.3pp | 35.95%-48.2pp | 418.27%-430.5pp |
| Employer contribution / active EE | $1,034 | $3,490-70.4% | $2,837-63.5% | $4,741-78.2% |
| Participant deferral / active EE | $1,518 | $5,339-71.6% | $4,656-67.4% | $6,401-76.3% |
| Admin fee / account holder | $8,951 | $10,925-18.1% | $7,493+19.5% | $11,429-21.7% |