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 | $50,244 | $28,109+78.7% | $71,086-29.3% | $56,287-10.7% |
| Participation rate | 18.0% | 40.4%-22.4pp | 54.7%-36.6pp | 69.9%-51.8pp |
| Annual return | -7.05% | -615.05%+608.0pp | 650.59%-657.6pp | -9.96%+2.9pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $346 | $1,116-69.0% | $1,874-81.5% | $3,350-89.7% |
| Admin fee / account holder | $2,689 | $585+359.8% | $3,082-12.8% | $521+416.1% |