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 | $23,261 | $82,674-71.9% | $125,363-81.4% | $68,495-66.0% |
| Participation rate | 54.5% | 75.0%-20.5pp | 82.4%-27.8pp | 67.9%-13.3pp |
| Annual return | -17.22% | -5.97%-11.2pp | 572.15%-589.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,062 | $6,111-66.3% | $7,447-72.3% | $4,028-48.8% |
| Admin fee / account holder | $1,808 | $6,276-71.2% | $10,005-81.9% | $5,403-66.5% |