Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,204 | $27,639-66.7% | $61,501-85.0% | $68,490-86.6% |
| Participation rate | 19.0% | 39.5%-20.5pp | 52.6%-33.5pp | 67.9%-48.8pp |
| Annual return | -17.95% | -13.19%-4.8pp | 339.04%-357.0pp | -7.85%-10.1pp |
| Employer contribution / active EE | $118 | $696-83.1% | $1,160-89.9% | $2,597-95.5% |
| Participant deferral / active EE | $229 | $1,264-81.9% | $2,125-89.2% | $4,028-94.3% |
| Admin fee / account holder | $3,098 | $2,012+53.9% | $2,132+45.3% | $5,403-42.7% |