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 | $84,971 | $138,075-38.5% | $123,552-31.2% | $135,379-37.2% |
| Participation rate | 38.9% | 84.7%-45.8pp | 82.3%-43.4pp | 82.6%-43.8pp |
| Annual return | -6.48% | 153.70%-160.2pp | 119.20%-125.7pp | 519.79%-526.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,015 | $6,800-70.4% | $6,426-68.6% | $5,609-64.1% |
| Admin fee / account holder | $12,696 | $10,917+16.3% | $9,285+36.7% | $10,828+17.3% |