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 | $11,935 | $54,357-78.0% | $82,706-85.6% | $68,495-82.6% |
| Participation rate | 39.0% | 63.9%-24.9pp | 72.6%-33.6pp | 67.9%-28.9pp |
| Annual return | -15.21% | -13.67%-1.5pp | 701.76%-717.0pp | -7.84%-7.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $266 | $3,246-91.8% | $4,394-93.9% | $4,028-93.4% |
| Admin fee / account holder | $1,510 | $4,396-65.6% | $5,329-71.7% | $5,403-72.0% |