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 | $62,372 | $82,674-24.6% | $125,381-50.3% | $68,486-8.9% |
| Participation rate | 10.6% | 75.1%-64.4pp | 82.4%-71.7pp | 67.9%-57.3pp |
| Annual return | -18.72% | -5.97%-12.8pp | 572.31%-591.0pp | -7.85%-10.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $605 | $6,111-90.1% | $7,448-91.9% | $4,028-85.0% |
| Admin fee / account holder | $72,119 | $6,277+1048.9% | $10,007+620.7% | $5,404+1234.6% |