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 | $88,899 | $138,102-35.6% | $125,381-29.1% | $134,532-33.9% |
| Participation rate | 38.5% | 84.5%-46.0pp | 82.4%-43.9pp | 81.2%-42.8pp |
| Annual return | -15.57% | 750.73%-766.3pp | 572.31%-587.9pp | 418.27%-433.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,281 | $7,801-83.6% | $7,448-82.8% | $6,401-80.0% |
| Admin fee / account holder | $1,111 | $11,568-90.4% | $10,007-88.9% | $11,429-90.3% |