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 | $42,915 | $56,197-23.6% | $67,652-36.6% | $59,633-28.0% |
| Participation rate | 27.1% | 71.5%-44.4pp | 75.7%-48.6pp | 68.7%-41.6pp |
| Annual return | -0.23% | 18508.10%-18508.3pp | 6625.40%-6625.6pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $521 | $1,615-67.7% | $2,266-77.0% | $2,203-76.3% |
| Participant deferral / active EE | $833 | $2,844-70.7% | $3,560-76.6% | $3,192-73.9% |
| Admin fee / account holder | $475 | $3,958-88.0% | $4,821-90.2% | $4,297-89.0% |