Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $56,070 | $92,684-39.5% | $82,706-32.2% | $134,509-58.3% |
| Participation rate | 36.4% | 75.2%-38.8pp | 72.6%-36.2pp | 81.2%-44.9pp |
| Annual return | -14.98% | 945.84%-960.8pp | 701.76%-716.7pp | 418.13%-433.1pp |
| Employer contribution / active EE | $522 | $3,272-84.0% | $3,007-82.6% | $4,741-89.0% |
| Participant deferral / active EE | $652 | $4,800-86.4% | $4,394-85.2% | $6,400-89.8% |
| Admin fee / account holder | $20,429 | $5,982+241.5% | $5,329+283.4% | $11,427+78.8% |