Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $29,137 | $96,123-69.7% | $77,361-62.3% | $198,609-85.3% |
| Participation rate | 37.5% | 81.1%-43.6pp | 75.0%-37.5pp | 82.4%-44.9pp |
| Annual return | 11.83% | 2054.81%-2043.0pp | 1011.54%-999.7pp | 202.70%-190.9pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,282 | $4,975-74.2% | $3,911-67.2% | $6,977-81.6% |
| Admin fee / account holder | $2,961 | $9,471-68.7% | $5,894-49.8% | $19,030-84.4% |