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 | $66,234 | $142,392-53.5% | $119,622-44.6% | $134,532-50.8% |
| Participation rate | 54.2% | 82.8%-28.7pp | 79.3%-25.1pp | 81.2%-27.1pp |
| Annual return | -7.30% | -12.46%+5.2pp | -14.98%+7.7pp | 418.27%-425.6pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $520 | $6,467-92.0% | $5,601-90.7% | $6,401-91.9% |
| Admin fee / account holder | $23,011 | $13,593+69.3% | $10,328+122.8% | $11,429+101.3% |