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 | $16,474 | $54,355-69.7% | $82,744-80.1% | $68,486-75.9% |
| Participation rate | 10.0% | 63.9%-53.9pp | 72.6%-62.6pp | 67.9%-57.9pp |
| Annual return | -17.97% | -13.67%-4.3pp | 702.22%-720.2pp | -7.85%-10.1pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $464 | $3,246-85.7% | $4,395-89.4% | $4,028-88.5% |
| Admin fee / account holder | $1,080 | $4,397-75.4% | $5,325-79.7% | $5,404-80.0% |