Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,336 | $52,279-72.6% | $89,435-84.0% | $79,856-82.0% |
| Participation rate | 7.3% | 57.5%-50.2pp | 68.0%-60.7pp | 69.6%-62.3pp |
| Annual return | 14.28% | 22.16%-7.9pp | 245.55%-231.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $544 | $2,740-80.1% | $3,890-86.0% | $3,741-85.5% |
| Admin fee / account holder | $12,953 | $3,356+285.9% | $4,884+165.2% | $5,306+144.1% |