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 | $25,743 | $142,392-81.9% | $119,622-78.5% | $134,532-80.9% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -15.29% | -12.46%-2.8pp | -14.98%-0.3pp | 418.27%-433.6pp |
| Employer contribution / active EE | $1,273 | $5,224-75.6% | $4,232-69.9% | $4,741-73.1% |
| Participant deferral / active EE | $1,494 | $6,467-76.9% | $5,601-73.3% | $6,401-76.7% |
| Admin fee / account holder | $1,995 | $13,593-85.3% | $10,328-80.7% | $11,429-82.5% |