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 | $65,872 | $61,787+6.6% | $97,197-32.2% | $80,925-18.6% |
| Participation rate | 25.7% | 63.5%-37.8pp | 72.7%-47.0pp | 67.7%-41.9pp |
| Annual return | 11.22% | -558.16%+569.4pp | 75.47%-64.2pp | 35.65%-24.4pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $804 | $3,027-73.4% | $4,263-81.1% | $4,299-81.3% |
| Admin fee / account holder | $8,614 | $5,170+66.6% | $5,637+52.8% | $6,940+24.1% |