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 | $78,409 | $82,674-5.2% | $125,363-37.5% | $68,495+14.5% |
| Participation rate | 56.9% | 75.0%-18.2pp | 82.4%-25.5pp | 67.9%-11.0pp |
| Annual return | -11.71% | -5.97%-5.7pp | 572.15%-583.9pp | -7.84%-3.9pp |
| Employer contribution / active EE | $2,327 | $3,382-31.2% | $4,815-51.7% | $2,596-10.4% |
| Participant deferral / active EE | $1,988 | $6,111-67.5% | $7,447-73.3% | $4,028-50.6% |
| Admin fee / account holder | $1,795 | $6,276-71.4% | $10,005-82.1% | $5,403-66.8% |