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 | $44,851 | $92,743-51.6% | $82,744-45.8% | $134,532-66.7% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -13.00% | 946.63%-959.6pp | 702.22%-715.2pp | 418.27%-431.3pp |
| Employer contribution / active EE | $686 | $3,273-79.0% | $3,008-77.2% | $4,741-85.5% |
| Participant deferral / active EE | $780 | $4,802-83.8% | $4,395-82.3% | $6,401-87.8% |
| Admin fee / account holder | $22,377 | $5,977+274.4% | $5,325+320.2% | $11,429+95.8% |