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 | $18,987 | $64,728-70.7% | $114,563-83.4% | $64,728-70.7% |
| Participation rate | 8.0% | 57.9%-49.9pp | 72.9%-64.9pp | 57.9%-49.9pp |
| Annual return | 12.33% | 49.38%-37.0pp | 241.09%-228.8pp | 49.38%-37.0pp |
| Employer contribution / active EE | $0 | $2,243-100.0% | $2,592-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $202 | $2,729-92.6% | $4,142-95.1% | $2,729-92.6% |
| Admin fee / account holder | $1,532 | $1,145+33.8% | $7,623-79.9% | $1,145+33.8% |