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 | $119,899 | $82,678+45.0% | $125,391-4.4% | $68,490+75.1% |
| Participation rate | 17.9% | 75.1%-57.2pp | 82.4%-64.5pp | 67.9%-50.0pp |
| Annual return | -19.18% | -5.97%-13.2pp | 572.41%-591.6pp | -7.85%-11.3pp |
| Employer contribution / active EE | $914 | $3,382-73.0% | $4,816-81.0% | $2,597-64.8% |
| Participant deferral / active EE | $2,010 | $6,111-67.1% | $7,448-73.0% | $4,028-50.1% |
| Admin fee / account holder | $17,782 | $6,277+183.3% | $10,009+77.7% | $5,403+229.1% |