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 | $44,697 | $92,743-51.8% | $82,744-46.0% | $134,532-66.8% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -20.82% | 946.63%-967.4pp | 702.22%-723.0pp | 418.27%-439.1pp |
| Employer contribution / active EE | $324 | $3,273-90.1% | $3,008-89.2% | $4,741-93.2% |
| Participant deferral / active EE | $647 | $4,802-86.5% | $4,395-85.3% | $6,401-89.9% |
| Admin fee / account holder | $6,075 | $5,977+1.6% | $5,325+14.1% | $11,429-46.8% |