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 | $20,830 | $105,866-80.3% | $90,766-77.1% | $134,545-84.5% |
| Participation rate | 63.6% | 78.3%-14.6pp | 75.7%-12.1pp | 81.2%-17.6pp |
| Annual return | -15.68% | -10.99%-4.7pp | -12.16%-3.5pp | 418.37%-434.1pp |
| Employer contribution / active EE | $1,114 | $3,464-67.8% | $2,922-61.9% | $4,742-76.5% |
| Participant deferral / active EE | $1,193 | $5,217-77.1% | $4,565-73.9% | $6,401-81.4% |
| Admin fee / account holder | $384 | $13,938-97.2% | $8,446-95.5% | $11,431-96.6% |