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 | $121,307 | $82,678+46.7% | $125,391-3.3% | $68,490+77.1% |
| Participation rate | 25.0% | 75.1%-50.1pp | 82.4%-57.4pp | 67.9%-42.9pp |
| Annual return | -12.06% | -5.97%-6.1pp | 572.41%-584.5pp | -7.85%-4.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $50 | $6,111-99.2% | $7,448-99.3% | $4,028-98.8% |
| Admin fee / account holder | $8,409 | $6,277+34.0% | $10,009-16.0% | $5,403+55.6% |