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 | $20,557 | $48,570-57.7% | $130,660-84.3% | $72,975-71.8% |
| Participation rate | 9.4% | 58.6%-49.2pp | 71.7%-62.4pp | 69.5%-60.1pp |
| Annual return | 24.72% | 38.63%-13.9pp | 1709.29%-1684.6pp | 81.01%-56.3pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $77 | $2,384-96.8% | $3,603-97.9% | $3,608-97.9% |
| Admin fee / account holder | $452 | $3,549-87.3% | $5,463-91.7% | $5,124-91.2% |