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 | $27,757 | $68,394-59.4% | $94,672-70.7% | $75,177-63.1% |
| Participation rate | 34.9% | 76.1%-41.2pp | 80.8%-46.0pp | 67.2%-32.3pp |
| Annual return | 88.26% | 616.92%-528.7pp | 156.89%-68.6pp | 160.75%-72.5pp |
| Employer contribution / active EE | $1,768 | $2,701-34.6% | $3,673-51.9% | $2,671-33.8% |
| Participant deferral / active EE | $936 | $6,536-85.7% | $7,417-87.4% | $4,126-77.3% |
| Admin fee / account holder | $2,992 | $5,326-43.8% | $7,222-58.6% | $5,651-47.1% |