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 | $44,452 | $138,114-67.8% | $125,391-64.5% | $134,545-67.0% |
| Participation rate | 46.7% | 84.5%-37.8pp | 82.4%-35.7pp | 81.2%-34.6pp |
| Annual return | -9.58% | 750.88%-760.5pp | 572.41%-582.0pp | 418.37%-428.0pp |
| Employer contribution / active EE | $1,502 | $5,246-71.4% | $4,816-68.8% | $4,742-68.3% |
| Participant deferral / active EE | $1,645 | $7,801-78.9% | $7,448-77.9% | $6,401-74.3% |
| Admin fee / account holder | $1,008 | $11,570-91.3% | $10,009-89.9% | $11,431-91.2% |