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 | $9,446 | $70,121-86.5% | $63,803-85.2% | $138,895-93.2% |
| Participation rate | 0.0% | 77.2%-77.2pp | 72.7%-72.7pp | 79.9%-79.9pp |
| Annual return | 21.48% | 946.48%-925.0pp | 543.72%-522.2pp | 145.39%-123.9pp |
| Employer contribution / active EE | $450 | $2,882-84.4% | $2,532-82.2% | $4,194-89.3% |
| Participant deferral / active EE | $675 | $4,535-85.1% | $3,843-82.4% | $6,396-89.4% |
| Admin fee / account holder | $1,193 | $6,738-82.3% | $5,196-77.0% | $12,562-90.5% |