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 | $43,797 | $100,805-56.6% | $86,698-49.5% | $134,532-67.4% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -12.76% | 29.09%-41.8pp | 35.95%-48.7pp | 418.27%-431.0pp |
| Employer contribution / active EE | $911 | $3,490-73.9% | $2,837-67.9% | $4,741-80.8% |
| Participant deferral / active EE | $1,549 | $5,339-71.0% | $4,656-66.7% | $6,401-75.8% |
| Admin fee / account holder | $305 | $10,925-97.2% | $7,493-95.9% | $11,429-97.3% |