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 | $19,838 | $167,352-88.1% | $143,788-86.2% | $134,509-85.3% |
| Participation rate | 54.2% | 84.8%-30.6pp | 80.3%-26.1pp | 81.2%-27.1pp |
| Annual return | -13.31% | 0.47%-13.8pp | -0.03%-13.3pp | 418.13%-431.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $471 | $6,447-92.7% | $5,638-91.6% | $6,400-92.6% |
| Admin fee / account holder | $565 | $18,091-96.9% | $14,675-96.1% | $11,427-95.1% |