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 | $158,894 | $82,288+93.1% | $68,794+131.0% | $134,509+18.1% |
| Participation rate | 55.6% | 75.1%-19.5pp | 69.0%-13.5pp | 81.2%-25.7pp |
| Annual return | -14.52% | -2.19%-12.3pp | -6.37%-8.1pp | 418.13%-432.7pp |
| Employer contribution / active EE | $3,973 | $3,301+20.4% | $2,656+49.6% | $4,741-16.2% |
| Participant deferral / active EE | $822 | $4,738-82.6% | $3,941-79.1% | $6,400-87.2% |
| Admin fee / account holder | $5,387 | $6,482-16.9% | $4,934+9.2% | $11,427-52.9% |