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 | $55,876 | $82,674-32.4% | $125,381-55.4% | $68,486-18.4% |
| Participation rate | 55.3% | 75.1%-19.8pp | 82.4%-27.1pp | 67.9%-12.6pp |
| Annual return | -11.47% | -5.97%-5.5pp | 572.31%-583.8pp | -7.85%-3.6pp |
| Employer contribution / active EE | $1,384 | $3,382-59.1% | $4,815-71.3% | $2,597-46.7% |
| Participant deferral / active EE | $2,157 | $6,111-64.7% | $7,448-71.0% | $4,028-46.5% |
| Admin fee / account holder | $4,336 | $6,277-30.9% | $10,007-56.7% | $5,404-19.8% |