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 | $78,297 | $138,102-43.3% | $125,381-37.6% | $134,532-41.8% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -16.99% | 750.73%-767.7pp | 572.31%-589.3pp | 418.27%-435.3pp |
| Employer contribution / active EE | $1,084 | $5,245-79.3% | $4,815-77.5% | $4,741-77.1% |
| Participant deferral / active EE | $1,915 | $7,801-75.5% | $7,448-74.3% | $6,401-70.1% |
| Admin fee / account holder | $2,917 | $11,568-74.8% | $10,007-70.8% | $11,429-74.5% |