Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,245 | $27,632-66.5% | $61,452-85.0% | $68,486-86.5% |
| Participation rate | 17.0% | 39.5%-22.5pp | 52.6%-35.5pp | 67.9%-50.9pp |
| Annual return | -9.56% | -13.24%+3.7pp | 338.96%-348.5pp | -7.85%-1.7pp |
| Employer contribution / active EE | $191 | $696-72.5% | $1,160-83.5% | $2,597-92.6% |
| Participant deferral / active EE | $239 | $1,264-81.1% | $2,125-88.8% | $4,028-94.1% |
| Admin fee / account holder | $3,017 | $2,010+50.1% | $2,131+41.6% | $5,404-44.2% |