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 | $32,950 | $84,685-61.1% | $73,836-55.4% | $125,389-73.7% |
| Participation rate | 22.2% | 76.8%-54.5pp | 73.4%-51.2pp | 83.2%-61.0pp |
| Annual return | -0.22% | 3123.80%-3124.0pp | 2268.06%-2268.3pp | 282.24%-282.5pp |
| Employer contribution / active EE | $103 | $3,123-96.7% | $2,787-96.3% | $4,866-97.9% |
| Participant deferral / active EE | $289 | $3,993-92.8% | $3,583-91.9% | $5,352-94.6% |
| Admin fee / account holder | $27,779 | $5,694+387.9% | $4,882+469.0% | $9,541+191.2% |