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 | $95,478 | $82,674+15.5% | $125,381-23.9% | $68,486+39.4% |
| Participation rate | 12.8% | 75.1%-62.2pp | 82.4%-69.6pp | 67.9%-55.1pp |
| Annual return | 28.14% | -5.97%+34.1pp | 572.31%-544.2pp | -7.85%+36.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $726 | $6,111-88.1% | $7,448-90.3% | $4,028-82.0% |
| Admin fee / account holder | $22,222 | $6,277+254.0% | $10,007+122.1% | $5,404+311.2% |