Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,534 | $29,733-84.8% | $56,025-91.9% | $80,959-94.4% |
| Participation rate | 59.3% | 41.7%+17.6pp | 52.5%+6.8pp | 67.7%-8.3pp |
| Annual return | 12.79% | 35.28%-22.5pp | 1712.69%-1699.9pp | 35.67%-22.9pp |
| Employer contribution / active EE | $324 | $672-51.8% | $1,042-68.9% | $2,757-88.3% |
| Participant deferral / active EE | $220 | $1,229-82.1% | $1,955-88.7% | $4,300-94.9% |
| Admin fee / account holder | $8,451 | $2,434+247.3% | $2,828+198.8% | $6,925+22.0% |