Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,384 | $67,396-81.6% | $60,919-79.7% | $134,545-90.8% |
| Participation rate | 19.0% | 76.2%-57.1pp | 73.1%-54.1pp | 81.2%-62.2pp |
| Annual return | -19.33% | 50.12%-69.5pp | 16.96%-36.3pp | 418.37%-437.7pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $793 | $4,534-82.5% | $3,814-79.2% | $6,401-87.6% |
| Admin fee / account holder | $1,150 | $4,590-75.0% | $3,228-64.4% | $11,431-89.9% |