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 | $78,544 | $153,769-48.9% | $133,975-41.4% | $273,972-71.3% |
| Participation rate | 69.6% | 88.4%-18.8pp | 87.1%-17.5pp | 83.0%-13.5pp |
| Annual return | 295.29% | 36.51%+258.8pp | 29.29%+266.0pp | 41.46%+253.8pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,524 | $6,958-78.1% | $6,282-75.7% | $5,287-71.2% |
| Admin fee / account holder | $2,128 | $11,765-81.9% | $9,324-77.2% | $10,133-79.0% |