Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,426 | $57,312-81.8% | $86,617-88.0% | $75,181-86.1% |
| Participation rate | 25.8% | 63.2%-37.4pp | 71.7%-45.9pp | 67.2%-41.4pp |
| Annual return | 120.32% | 2672.78%-2552.5pp | 591.91%-471.6pp | 160.69%-40.4pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $514 | $3,319-84.5% | $4,437-88.4% | $4,126-87.5% |
| Admin fee / account holder | $902 | $4,114-78.1% | $5,613-83.9% | $5,650-84.0% |