Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,290 | $58,258-84.1% | $81,820-88.6% | $80,925-88.5% |
| Participation rate | 7.1% | 63.5%-56.3pp | 72.4%-65.2pp | 67.7%-60.5pp |
| Annual return | 13.13% | 41.76%-28.6pp | 777.93%-764.8pp | 35.65%-22.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $222 | $3,284-93.2% | $4,323-94.9% | $4,299-94.8% |
| Admin fee / account holder | $2,445 | $4,976-50.9% | $7,391-66.9% | $6,940-64.8% |