Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,535 | $138,102-83.7% | $125,381-82.0% | $134,532-83.2% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -10.57% | 750.73%-761.3pp | 572.31%-582.9pp | 418.27%-428.8pp |
| Employer contribution / active EE | $1,091 | $5,245-79.2% | $4,815-77.3% | $4,741-77.0% |
| Participant deferral / active EE | $1,306 | $7,801-83.3% | $7,448-82.5% | $6,401-79.6% |
| Admin fee / account holder | $2,454 | $11,568-78.8% | $10,007-75.5% | $11,429-78.5% |