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 | $35,968 | $70,587-49.0% | $124,693-71.2% | $85,847-58.1% |
| Participation rate | 19.3% | 64.4%-45.1pp | 74.6%-55.3pp | 69.3%-50.0pp |
| Annual return | 12.80% | 20688.83%-20676.0pp | 5144.19%-5131.4pp | 318.61%-305.8pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $414 | $2,969-86.1% | $4,615-91.0% | $3,952-89.5% |
| Admin fee / account holder | $1,764 | $5,282-66.6% | $7,494-76.5% | $6,261-71.8% |