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 | $20,683 | $82,674-75.0% | $125,381-83.5% | $68,486-69.8% |
| Participation rate | 48.8% | 75.1%-26.3pp | 82.4%-33.6pp | 67.9%-19.1pp |
| Annual return | -12.00% | -5.97%-6.0pp | 572.31%-584.3pp | -7.85%-4.1pp |
| Employer contribution / active EE | $4,681 | $3,382+38.4% | $4,815-2.8% | $2,597+80.3% |
| Participant deferral / active EE | $448 | $6,111-92.7% | $7,448-94.0% | $4,028-88.9% |
| Admin fee / account holder | $439 | $6,277-93.0% | $10,007-95.6% | $5,404-91.9% |