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 | $39,661 | $135,645-70.8% | $110,243-64.0% | $135,380-70.7% |
| Participation rate | 10.5% | 83.5%-72.9pp | 79.8%-69.3pp | 82.6%-72.1pp |
| Annual return | -3.88% | 513.24%-517.1pp | 314.76%-318.6pp | 519.81%-523.7pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $731 | $5,507-86.7% | $4,672-84.4% | $5,609-87.0% |
| Admin fee / account holder | $47,674 | $11,458+316.1% | $8,548+457.7% | $10,828+340.3% |