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 | $96,975 | $57,352+69.1% | $83,831+15.7% | $64,173+51.1% |
| Participation rate | 11.3% | 68.6%-57.3pp | 76.1%-64.9pp | 69.6%-58.3pp |
| Annual return | -5.97% | 11.38%-17.4pp | 850.99%-857.0pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $516 | $2,993-82.8% | $4,082-87.4% | $3,470-85.1% |
| Admin fee / account holder | $5,758 | $4,046+42.3% | $5,479+5.1% | $4,887+17.8% |