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 | $23,937 | $99,644-76.0% | $86,438-72.3% | $134,532-82.2% |
| Participation rate | 29.2% | 82.1%-52.9pp | 80.3%-51.2pp | 81.2%-52.1pp |
| Annual return | -17.39% | 6787.26%-6804.6pp | 4397.19%-4414.6pp | 418.27%-435.7pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,048 | $7,247-85.5% | $6,952-84.9% | $6,401-83.6% |
| Admin fee / account holder | $1,440 | $8,375-82.8% | $6,733-78.6% | $11,429-87.4% |