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 | $20,371 | $92,766-78.0% | $82,763-75.4% | $134,545-84.9% |
| Participation rate | 46.2% | 75.2%-29.0pp | 72.6%-26.4pp | 81.2%-35.1pp |
| Annual return | -8.96% | 946.97%-955.9pp | 702.45%-711.4pp | 418.37%-427.3pp |
| Employer contribution / active EE | $4,138 | $3,273+26.4% | $3,008+37.5% | $4,742-12.7% |
| Participant deferral / active EE | $737 | $4,802-84.7% | $4,395-83.2% | $6,401-88.5% |
| Admin fee / account holder | $21,192 | $5,978+254.5% | $5,325+298.0% | $11,431+85.4% |