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 | $74,834 | $138,076-45.8% | $123,553-39.4% | $135,380-44.7% |
| Participation rate | 23.1% | 84.7%-61.7pp | 82.3%-59.2pp | 82.6%-59.6pp |
| Annual return | -4.94% | 153.70%-158.6pp | 119.21%-124.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $364 | $6,800-94.6% | $6,426-94.3% | $5,609-93.5% |
| Admin fee / account holder | $338 | $10,917-96.9% | $9,284-96.4% | $10,828-96.9% |