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 | $60,990 | $82,314-25.9% | $68,808-11.4% | $134,532-54.7% |
| Participation rate | 17.6% | 75.1%-57.4pp | 69.0%-51.4pp | 81.2%-63.6pp |
| Annual return | -12.29% | -2.18%-10.1pp | -6.37%-5.9pp | 418.27%-430.6pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $42 | $4,740-99.1% | $3,942-98.9% | $6,401-99.3% |
| Admin fee / account holder | $198,547 | $6,484+2962.0% | $4,936+3922.6% | $11,429+1637.3% |