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 | $175,025 | $117,777+48.6% | $71,778+143.8% | $134,545+30.1% |
| Participation rate | 50.0% | 68.9%-18.9pp | 62.3%-12.3pp | 81.2%-31.2pp |
| Annual return | -17.35% | 25.46%-42.8pp | 9.15%-26.5pp | 418.37%-435.7pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $340 | $3,756-90.9% | $2,656-87.2% | $6,401-94.7% |
| Admin fee / account holder | $1,773 | $6,379-72.2% | $3,974-55.4% | $11,431-84.5% |