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 | $1,951 | $67,823-97.1% | $52,425-96.3% | $137,256-98.6% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 7.75% | 219.11%-211.4pp | 302.12%-294.4pp | 220.34%-212.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $153 | $2,288-93.3% | $1,790-91.5% | $6,407-97.6% |
| Admin fee / account holder | $848 | $2,844-70.2% | $2,495-66.0% | $12,270-93.1% |