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 | $51,409 | $48,078+6.9% | $78,676-34.7% | $62,881-18.2% |
| Participation rate | 15.1% | 65.2%-50.1pp | 73.6%-58.5pp | 69.3%-54.2pp |
| Annual return | 958.41% | 31.36%+927.1pp | 62.19%+896.2pp | 20.14%+938.3pp |
| Employer contribution / active EE | $310 | $2,015-84.6% | $2,850-89.1% | $2,281-86.4% |
| Participant deferral / active EE | $81 | $2,587-96.9% | $3,517-97.7% | $3,203-97.5% |
| Admin fee / account holder | $370 | $3,206-88.5% | $4,510-91.8% | $4,296-91.4% |