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 | $2,035 | $29,319-93.1% | $52,425-96.1% | $82,448-97.5% |
| Participation rate | 8.8% | 46.9%-38.0pp | 55.6%-46.8pp | 68.1%-59.2pp |
| Annual return | 16.28% | 535.20%-518.9pp | 302.12%-285.8pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $39 | $1,171-96.7% | $1,790-97.8% | $4,139-99.1% |
| Admin fee / account holder | $1,122 | $1,962-42.8% | $2,495-55.0% | $7,234-84.5% |