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 | $32,856 | $75,962-56.7% | $154,108-78.7% | $64,173-48.8% |
| Participation rate | 23.1% | 70.4%-47.3pp | 83.0%-60.0pp | 69.6%-46.5pp |
| Annual return | -5.24% | 30.32%-35.6pp | 735.21%-740.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $183 | $3,175-94.2% | $5,081-96.4% | $3,470-94.7% |
| Admin fee / account holder | $543 | $5,589-90.3% | $13,411-95.9% | $4,887-88.9% |