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 | $48,158 | $184,000-73.8% | $162,185-70.3% | $152,909-68.5% |
| Participation rate | 28.6% | 88.5%-59.9pp | 87.6%-59.0pp | 82.5%-53.9pp |
| Annual return | 16.66% | 150.80%-134.1pp | 115.61%-99.0pp | 345.46%-328.8pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,461 | $8,033-81.8% | $7,297-80.0% | $5,851-75.0% |
| Admin fee / account holder | $31,758 | $13,124+142.0% | $10,844+192.9% | $11,601+173.8% |