Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,209 | $29,736-85.8% | $56,033-92.5% | $80,935-94.8% |
| Participation rate | 7.7% | 41.7%-34.0pp | 52.5%-44.8pp | 67.7%-60.0pp |
| Annual return | 14.75% | 35.28%-20.5pp | 1711.38%-1696.6pp | 35.66%-20.9pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $219 | $1,228-82.1% | $1,954-88.8% | $4,299-94.9% |
| Admin fee / account holder | $1,518 | $2,434-37.6% | $2,827-46.3% | $6,924-78.1% |