Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $35,355 | $91,537-61.4% | $130,045-72.8% | $75,173-53.0% |
| Participation rate | 5.4% | 71.5%-66.1pp | 78.5%-73.1pp | 67.2%-61.8pp |
| Annual return | 17.32% | -631.55%+648.9pp | -137.30%+154.6pp | 160.72%-143.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $860 | $4,343-80.2% | $5,820-85.2% | $4,126-79.2% |
| Admin fee / account holder | $1,567 | $6,780-76.9% | $10,600-85.2% | $5,651-72.3% |