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 | $30,025 | $60,393-50.3% | $81,820-63.3% | $74,429-59.7% |
| Participation rate | 29.6% | 62.9%-33.3pp | 72.4%-42.8pp | 67.2%-37.6pp |
| Annual return | 12.35% | 16.89%-4.5pp | 777.93%-765.6pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $690 | $3,397-79.7% | $4,323-84.0% | $4,348-84.1% |
| Admin fee / account holder | $19,256 | $1,491+1191.7% | $7,391+160.5% | $1,944+890.4% |