Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,907 | $54,355-81.8% | $82,744-88.0% | $68,486-85.5% |
| Participation rate | 24.7% | 63.9%-39.2pp | 72.6%-47.9pp | 67.9%-43.2pp |
| Annual return | 5.25% | -13.67%+18.9pp | 702.22%-697.0pp | -7.85%+13.1pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $459 | $3,246-85.9% | $4,395-89.6% | $4,028-88.6% |
| Admin fee / account holder | $1,124 | $4,397-74.4% | $5,325-78.9% | $5,404-79.2% |