Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,248 | $61,816-67.2% | $97,260-79.2% | $80,935-75.0% |
| Participation rate | 5.7% | 63.5%-57.8pp | 72.7%-66.9pp | 67.7%-61.9pp |
| Annual return | 12.17% | -558.73%+570.9pp | 75.54%-63.4pp | 35.66%-23.5pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $68 | $3,027-97.8% | $4,262-98.4% | $4,299-98.4% |
| Admin fee / account holder | $477 | $5,166-90.8% | $5,640-91.5% | $6,924-93.1% |