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 | $37,310 | $75,962-50.9% | $154,111-75.8% | $64,173-41.9% |
| Participation rate | 20.5% | 70.4%-49.9pp | 83.0%-62.6pp | 69.6%-49.1pp |
| Annual return | -4.68% | 30.32%-35.0pp | 735.18%-739.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $263 | $3,175-91.7% | $5,081-94.8% | $3,470-92.4% |
| Admin fee / account holder | $471 | $5,589-91.6% | $13,411-96.5% | $4,887-90.4% |