Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,926 | $84,464-97.7% | $61,399-96.9% | $134,509-98.6% |
| Participation rate | 9.5% | 62.2%-52.7pp | 52.6%-43.0pp | 81.2%-71.7pp |
| Annual return | 0.00% | 585.06%-585.1pp | 338.81%-338.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $49 | $1,545-96.8% | $1,159-95.8% | $4,741-99.0% |
| Participant deferral / active EE | $165 | $2,818-94.1% | $2,124-92.2% | $6,400-97.4% |
| Admin fee / account holder | $322 | $2,587-87.6% | $2,131-84.9% | $11,427-97.2% |