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 | $80,082 | $138,076-42.0% | $123,553-35.2% | $135,380-40.8% |
| Participation rate | 45.5% | 84.7%-39.3pp | 82.3%-36.8pp | 82.6%-37.2pp |
| Annual return | -6.69% | 153.70%-160.4pp | 119.21%-125.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $1,253 | $5,152-75.7% | $4,628-72.9% | $4,779-73.8% |
| Participant deferral / active EE | $1,662 | $6,800-75.6% | $6,426-74.1% | $5,609-70.4% |
| Admin fee / account holder | $800 | $10,917-92.7% | $9,284-91.4% | $10,828-92.6% |