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 | $47,507 | $53,165-10.6% | $86,235-44.9% | $74,473-36.2% |
| Participation rate | 9.3% | 64.9%-55.5pp | 69.0%-59.6pp | 70.7%-61.4pp |
| Annual return | 21.81% | 22.64%-0.8pp | 1170.03%-1148.2pp | 34.36%-12.6pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,381-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $295 | $3,234-90.9% | $3,987-92.6% | $4,530-93.5% |
| Admin fee / account holder | $1,667 | $551+202.2% | $6,856-75.7% | $347+380.2% |