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 | $63,908 | $90,467-29.4% | $93,759-31.8% | $134,532-52.5% |
| Participation rate | 60.0% | 82.0%-22.0pp | 81.0%-21.0pp | 81.2%-21.2pp |
| Annual return | -2.85% | -15.72%+12.9pp | -11.33%+8.5pp | 418.27%-421.1pp |
| Employer contribution / active EE | $3,347 | $4,345-23.0% | $4,324-22.6% | $4,741-29.4% |
| Participant deferral / active EE | $928 | $5,980-84.5% | $6,096-84.8% | $6,401-85.5% |
| Admin fee / account holder | $56,295 | $9,258+508.1% | $7,197+682.2% | $11,429+392.6% |