Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,803 | $92,743-91.6% | $82,744-90.6% | $134,532-94.2% |
| Participation rate | 21.7% | 75.2%-53.5pp | 72.6%-50.8pp | 81.2%-59.5pp |
| Annual return | -16.54% | 946.63%-963.2pp | 702.22%-718.8pp | 418.27%-434.8pp |
| Employer contribution / active EE | $346 | $3,273-89.4% | $3,008-88.5% | $4,741-92.7% |
| Participant deferral / active EE | $346 | $4,802-92.8% | $4,395-92.1% | $6,401-94.6% |
| Admin fee / account holder | $477 | $5,977-92.0% | $5,325-91.0% | $11,429-95.8% |