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 | $62,411 | $49,177+26.9% | $79,476-21.5% | $64,181-2.8% |
| Participation rate | 22.7% | 65.0%-42.3pp | 73.3%-50.6pp | 69.6%-46.8pp |
| Annual return | -6.75% | -1.16%-5.6pp | 718.21%-725.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $323 | $2,076-84.4% | $2,800-88.5% | $2,381-86.4% |
| Participant deferral / active EE | $609 | $2,821-78.4% | $3,704-83.6% | $3,470-82.4% |
| Admin fee / account holder | $5,100 | $3,839+32.9% | $5,113-0.3% | $4,887+4.4% |