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 | $22,782 | $59,111-61.5% | $86,451-73.6% | $68,490-66.7% |
| Participation rate | 63.0% | 75.2%-12.2pp | 80.3%-17.3pp | 67.9%-4.9pp |
| Annual return | -10.47% | -0.22%-10.3pp | 4398.51%-4409.0pp | -7.85%-2.6pp |
| Employer contribution / active EE | $839 | $2,519-66.7% | $3,770-77.8% | $2,597-67.7% |
| Participant deferral / active EE | $1,548 | $5,900-73.8% | $6,953-77.7% | $4,028-61.6% |
| Admin fee / account holder | $2,919 | $5,640-48.2% | $6,734-56.7% | $5,403-46.0% |