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 | $23,647 | $138,102-82.9% | $125,381-81.1% | $134,532-82.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.62% | 750.73%-769.3pp | 572.31%-590.9pp | 418.27%-436.9pp |
| Employer contribution / active EE | $1,197 | $5,245-77.2% | $4,815-75.1% | $4,741-74.8% |
| Participant deferral / active EE | $2,125 | $7,801-72.8% | $7,448-71.5% | $6,401-66.8% |
| Admin fee / account holder | $2,419 | $11,568-79.1% | $10,007-75.8% | $11,429-78.8% |