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 | $78,262 | $138,102-43.3% | $125,381-37.6% | $134,532-41.8% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -12.53% | 750.73%-763.3pp | 572.31%-584.8pp | 418.27%-430.8pp |
| Employer contribution / active EE | $1,368 | $5,245-73.9% | $4,815-71.6% | $4,741-71.2% |
| Participant deferral / active EE | $1,748 | $7,801-77.6% | $7,448-76.5% | $6,401-72.7% |
| Admin fee / account holder | $3,108 | $11,568-73.1% | $10,007-68.9% | $11,429-72.8% |