Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $45,384 | $82,678-45.1% | $125,391-63.8% | $68,490-33.7% |
| Participation rate | 59.3% | 75.1%-15.7pp | 82.4%-23.1pp | 67.9%-8.6pp |
| Annual return | -12.45% | -5.97%-6.5pp | 572.41%-584.9pp | -7.85%-4.6pp |
| Employer contribution / active EE | $1,235 | $3,382-63.5% | $4,816-74.4% | $2,597-52.4% |
| Participant deferral / active EE | $1,945 | $6,111-68.2% | $7,448-73.9% | $4,028-51.7% |
| Admin fee / account holder | $9,791 | $6,277+56.0% | $10,009-2.2% | $5,403+81.2% |