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 | $19,076 | $49,177-61.2% | $79,466-76.0% | $64,173-70.3% |
| Participation rate | 52.8% | 65.0%-12.3pp | 73.3%-20.6pp | 69.6%-16.8pp |
| Annual return | -4.37% | -1.16%-3.2pp | 718.28%-722.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $766 | $2,821-72.9% | $3,704-79.3% | $3,470-77.9% |
| Admin fee / account holder | $846 | $3,839-78.0% | $5,104-83.4% | $4,887-82.7% |