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 | $37,291 | $138,078-73.0% | $125,363-70.3% | $134,509-72.3% |
| Participation rate | 8.3% | 84.5%-76.2pp | 82.4%-74.0pp | 81.2%-72.9pp |
| Annual return | -20.56% | 750.49%-771.0pp | 572.15%-592.7pp | 418.13%-438.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $258 | $7,800-96.7% | $7,447-96.5% | $6,400-96.0% |
| Admin fee / account holder | $767 | $11,566-93.4% | $10,005-92.3% | $11,427-93.3% |