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 | $57,342 | $138,114-58.5% | $125,391-54.3% | $134,545-57.4% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -12.66% | 750.88%-763.5pp | 572.41%-585.1pp | 418.37%-431.0pp |
| Employer contribution / active EE | $1,702 | $5,246-67.6% | $4,816-64.7% | $4,742-64.1% |
| Participant deferral / active EE | $2,067 | $7,801-73.5% | $7,448-72.2% | $6,401-67.7% |
| Admin fee / account holder | $1,819 | $11,570-84.3% | $10,009-81.8% | $11,431-84.1% |