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 | $12,275 | $30,421-59.6% | $56,077-78.1% | $74,429-83.5% |
| Participation rate | 3.1% | 32.9%-29.8pp | 52.5%-49.4pp | 67.2%-64.1pp |
| Annual return | 10.95% | 24.94%-14.0pp | 1709.28%-1698.3pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $114 | $1,175-90.3% | $1,954-94.2% | $4,348-97.4% |
| Admin fee / account holder | $5,890 | $2,363+149.2% | $2,825+108.5% | $1,944+202.9% |