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 | $47,812 | $30,147+58.6% | $58,544-18.3% | $80,149-40.3% |
| Participation rate | 3.7% | 34.4%-30.7pp | 50.9%-47.1pp | 72.9%-69.2pp |
| Annual return | 17.12% | 21.97%-4.9pp | 4249.56%-4232.4pp | 40.39%-23.3pp |
| Employer contribution / active EE | $0 | $528-100.0% | $1,053-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $243 | $1,249-80.5% | $1,923-87.4% | $5,015-95.2% |
| Admin fee / account holder | $2,585 | $195+1228.0% | $2,520+2.6% | $145+1683.2% |