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 | $101,248 | $138,075-26.7% | $123,552-18.1% | $135,379-25.2% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | -0.01% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $963 | $5,152-81.3% | $4,628-79.2% | $4,779-79.8% |
| Participant deferral / active EE | $1,251 | $6,800-81.6% | $6,426-80.5% | $5,609-77.7% |
| Admin fee / account holder | $15,011 | $10,917+37.5% | $9,285+61.7% | $10,828+38.6% |