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 | $29,718 | $138,102-78.5% | $125,381-76.3% | $134,532-77.9% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -12.40% | 750.73%-763.1pp | 572.31%-584.7pp | 418.27%-430.7pp |
| Employer contribution / active EE | $1,831 | $5,245-65.1% | $4,815-62.0% | $4,741-61.4% |
| Participant deferral / active EE | $2,292 | $7,801-70.6% | $7,448-69.2% | $6,401-64.2% |
| Admin fee / account holder | $4,403 | $11,568-61.9% | $10,007-56.0% | $11,429-61.5% |