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 | $19,555 | $106,557-81.6% | $91,227-78.6% | $134,545-85.5% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -2.70% | 160.81%-163.5pp | 114.14%-116.8pp | 418.37%-421.1pp |
| Employer contribution / active EE | $402 | $3,332-87.9% | $2,851-85.9% | $4,742-91.5% |
| Participant deferral / active EE | $613 | $4,719-87.0% | $4,234-85.5% | $6,401-90.4% |
| Admin fee / account holder | $930 | $6,235-85.1% | $5,423-82.9% | $11,431-91.9% |