Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $14,365 | $30,732-53.3% | $59,496-75.9% | $59,633-75.9% |
| Participation rate | 18.2% | 43.2%-25.0pp | 54.6%-36.4pp | 68.7%-50.5pp |
| Annual return | -1.97% | 4.47%-6.4pp | 182.05%-184.0pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $84 | $631-86.6% | $1,153-92.7% | $2,203-96.2% |
| Participant deferral / active EE | $261 | $1,183-78.0% | $1,829-85.8% | $3,192-91.8% |
| Admin fee / account holder | $4,530 | $2,136+112.1% | $2,232+102.9% | $4,297+5.4% |