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 | $28,324 | $138,078-79.5% | $125,363-77.4% | $134,509-78.9% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -16.41% | 750.49%-766.9pp | 572.15%-588.6pp | 418.13%-434.5pp |
| Employer contribution / active EE | $990 | $5,245-81.1% | $4,815-79.4% | $4,741-79.1% |
| Participant deferral / active EE | $1,040 | $7,800-86.7% | $7,447-86.0% | $6,400-83.8% |
| Admin fee / account holder | $16,437 | $11,566+42.1% | $10,005+64.3% | $11,427+43.8% |