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 | $110,572 | $167,533-34.0% | $151,645-27.1% | $134,545-17.8% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -5.14% | 7.81%-13.0pp | 3.34%-8.5pp | 418.37%-423.5pp |
| Employer contribution / active EE | $2,271 | $6,828-66.7% | $6,165-63.2% | $4,742-52.1% |
| Participant deferral / active EE | $2,271 | $8,985-74.7% | $8,363-72.8% | $6,401-64.5% |
| Admin fee / account holder | $52,447 | $13,781+280.6% | $11,614+351.6% | $11,431+358.8% |