Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $98,743 | $168,635-41.4% | $147,617-33.1% | $125,389-21.3% |
| Participation rate | 38.5% | 88.8%-50.3pp | 84.6%-46.2pp | 83.2%-44.7pp |
| Annual return | -2.07% | 77.65%-79.7pp | 61.98%-64.1pp | 282.24%-284.3pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $12 | $5,507-99.8% | $4,895-99.8% | $5,352-99.8% |
| Admin fee / account holder | $3,360 | $13,580-75.3% | $11,612-71.1% | $9,541-64.8% |