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 | $116,781 | $138,076-15.4% | $123,553-5.5% | $135,380-13.7% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -4.89% | 153.70%-158.6pp | 119.21%-124.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $1,079 | $5,152-79.1% | $4,628-76.7% | $4,779-77.4% |
| Participant deferral / active EE | $1,821 | $6,800-73.2% | $6,426-71.7% | $5,609-67.5% |
| Admin fee / account holder | $464 | $10,917-95.7% | $9,284-95.0% | $10,828-95.7% |