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 | $40,543 | $118,869-65.9% | $96,575-58.0% | $167,518-75.8% |
| Participation rate | 0.0% | 75.5%-75.5pp | 69.8%-69.8pp | 82.1%-82.1pp |
| Annual return | 15.75% | 50.49%-34.7pp | 37.79%-22.0pp | 478.71%-463.0pp |
| Employer contribution / active EE | $481 | $3,120-84.6% | $2,357-79.6% | $4,838-90.1% |
| Participant deferral / active EE | $550 | $4,616-88.1% | $3,849-85.7% | $6,342-91.3% |
| Admin fee / account holder | $33,588 | $8,067+316.4% | $6,182+443.3% | $12,312+172.8% |