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 | $23,119 | $175,231-86.8% | $149,696-84.6% | $139,466-83.4% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.8pp |
| Annual return | 139.66% | 166.77%-27.1pp | 134.46%+5.2pp | 373.66%-234.0pp |
| Employer contribution / active EE | $1,393 | $5,478-74.6% | $4,821-71.1% | $4,754-70.7% |
| Participant deferral / active EE | $1,427 | $6,521-78.1% | $5,682-74.9% | $6,712-78.7% |
| Admin fee / account holder | $9,207 | $16,155-43.0% | $13,212-30.3% | $11,409-19.3% |