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 | $95,168 | $167,352-43.1% | $143,788-33.8% | $134,509-29.2% |
| Participation rate | 36.4% | 84.8%-48.5pp | 80.3%-43.9pp | 81.2%-44.9pp |
| Annual return | -17.70% | 0.47%-18.2pp | -0.03%-17.7pp | 418.13%-435.8pp |
| Employer contribution / active EE | $1,511 | $5,620-73.1% | $4,952-69.5% | $4,741-68.1% |
| Participant deferral / active EE | $1,948 | $6,447-69.8% | $5,638-65.5% | $6,400-69.6% |
| Admin fee / account holder | $1,394 | $18,091-92.3% | $14,675-90.5% | $11,427-87.8% |