Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,896 | $30,421-70.8% | $56,077-84.1% | $74,429-88.0% |
| Participation rate | 2.1% | 32.9%-30.7pp | 52.5%-50.4pp | 67.2%-65.1pp |
| Annual return | 13.82% | 24.94%-11.1pp | 1709.28%-1695.5pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $174 | $610-71.4% | $1,040-83.2% | $2,625-93.4% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $1,954-100.0% | $4,348-100.0% |
| Admin fee / account holder | $3,786 | $2,363+60.2% | $2,825+34.0% | $1,944+94.7% |