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 | $29,740 | $138,078-78.5% | $125,363-76.3% | $134,509-77.9% |
| Participation rate | 55.0% | 84.5%-29.5pp | 82.4%-27.4pp | 81.2%-26.2pp |
| Annual return | -16.43% | 750.49%-766.9pp | 572.15%-588.6pp | 418.13%-434.6pp |
| Employer contribution / active EE | $1,441 | $5,245-72.5% | $4,815-70.1% | $4,741-69.6% |
| Participant deferral / active EE | $1,928 | $7,800-75.3% | $7,447-74.1% | $6,400-69.9% |
| Admin fee / account holder | $629 | $11,566-94.6% | $10,005-93.7% | $11,427-94.5% |