Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,725 | $51,184-73.2% | $66,439-79.3% | $86,983-84.2% |
| Participation rate | 5.7% | 68.5%-62.8pp | 74.5%-68.8pp | 69.5%-63.9pp |
| Annual return | 11.22% | 17.07%-5.9pp | 757.66%-746.4pp | 25.83%-14.6pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $178 | $2,927-93.9% | $3,876-95.4% | $4,194-95.8% |
| Admin fee / account holder | $307 | $4,154-92.6% | $6,173-95.0% | $7,856-96.1% |