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 | $33,366 | $82,678-59.6% | $125,391-73.4% | $68,490-51.3% |
| Participation rate | 51.0% | 75.1%-24.0pp | 82.4%-31.4pp | 67.9%-16.9pp |
| Annual return | 143.58% | -5.97%+149.5pp | 572.41%-428.8pp | -7.85%+151.4pp |
| Employer contribution / active EE | $1,150 | $3,382-66.0% | $4,816-76.1% | $2,597-55.7% |
| Participant deferral / active EE | $2,039 | $6,111-66.6% | $7,448-72.6% | $4,028-49.4% |
| Admin fee / account holder | $1,962 | $6,277-68.8% | $10,009-80.4% | $5,403-63.7% |