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 | $25,191 | $107,809-76.6% | $90,657-72.2% | $135,379-81.4% |
| Participation rate | 10.0% | 78.0%-68.0pp | 74.0%-64.0pp | 82.6%-72.6pp |
| Annual return | -3.39% | -0.90%-2.5pp | 1.89%-5.3pp | 519.79%-523.2pp |
| Employer contribution / active EE | $264 | $3,018-91.3% | $2,532-89.6% | $4,779-94.5% |
| Participant deferral / active EE | $328 | $3,872-91.5% | $3,424-90.4% | $5,609-94.2% |
| Admin fee / account holder | $28,156 | $5,931+374.7% | $4,994+463.8% | $10,828+160.0% |