Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $84,417 | $82,678+2.1% | $125,391-32.7% | $68,490+23.3% |
| Participation rate | 42.9% | 75.1%-32.2pp | 82.4%-39.5pp | 67.9%-25.0pp |
| Annual return | -12.66% | -5.97%-6.7pp | 572.41%-585.1pp | -7.85%-4.8pp |
| Employer contribution / active EE | $847 | $3,382-75.0% | $4,816-82.4% | $2,597-67.4% |
| Participant deferral / active EE | $1,743 | $6,111-71.5% | $7,448-76.6% | $4,028-56.7% |
| Admin fee / account holder | $9,284 | $6,277+47.9% | $10,009-7.2% | $5,403+71.8% |