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 | $49,700 | $99,647-50.1% | $86,439-42.5% | $134,509-63.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -19.53% | 6784.13%-6803.7pp | 4395.55%-4415.1pp | 418.13%-437.7pp |
| Employer contribution / active EE | $1,256 | $4,401-71.5% | $3,769-66.7% | $4,741-73.5% |
| Participant deferral / active EE | $1,256 | $7,246-82.7% | $6,952-81.9% | $6,400-80.4% |
| Admin fee / account holder | $6,890 | $8,373-17.7% | $6,732+2.3% | $11,427-39.7% |