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 | $102,614 | $135,645-24.4% | $110,243-6.9% | $135,379-24.2% |
| Participation rate | 57.1% | 83.5%-26.3pp | 79.8%-22.7pp | 82.6%-25.5pp |
| Annual return | -2.23% | 513.24%-515.5pp | 314.76%-317.0pp | 519.79%-522.0pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,417 | $5,507-74.3% | $4,672-69.7% | $5,609-74.7% |
| Admin fee / account holder | $6,459 | $11,458-43.6% | $8,548-24.4% | $10,828-40.3% |