Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $22,891 | $162,136-85.9% | $152,301-85.0% | $154,746-85.2% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 53.13% | 91.02%-37.9pp | 80.50%-27.4pp | 172.34%-119.2pp |
| Employer contribution / active EE | $2,046 | $4,890-58.2% | $4,624-55.8% | $4,379-53.3% |
| Participant deferral / active EE | $1,739 | $8,341-79.1% | $8,004-78.3% | $6,730-74.2% |
| Admin fee / account holder | $141,408 | $15,759+797.3% | $14,398+882.1% | $14,365+884.4% |