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 | $23,619 | $75,832-68.9% | $147,617-84.0% | $59,633-60.4% |
| Participation rate | 7.5% | 71.6%-64.1pp | 84.6%-77.2pp | 68.7%-61.2pp |
| Annual return | -1.25% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $577 | $3,131-81.6% | $4,895-88.2% | $3,192-81.9% |
| Admin fee / account holder | $13,455 | $5,986+124.8% | $11,612+15.9% | $4,297+213.1% |