Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,473 | $82,674-60.7% | $125,381-74.1% | $68,486-52.6% |
| Participation rate | 0.0% | 75.1%-75.1pp | 82.4%-82.4pp | 67.9%-67.9pp |
| Annual return | -8.26% | -5.97%-2.3pp | 572.31%-580.6pp | -7.85%-0.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $136 | $6,111-97.8% | $7,448-98.2% | $4,028-96.6% |
| Admin fee / account holder | $1,667 | $6,277-73.4% | $10,007-83.3% | $5,404-69.2% |