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 | $61,638 | $56,197+9.7% | $67,652-8.9% | $59,633+3.4% |
| Participation rate | 12.8% | 71.5%-58.7pp | 75.7%-62.8pp | 68.7%-55.9pp |
| Annual return | 6.98% | 18508.10%-18501.1pp | 6625.40%-6618.4pp | 2041.45%-2034.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $536 | $2,844-81.1% | $3,560-84.9% | $3,192-83.2% |
| Admin fee / account holder | $18,164 | $3,958+358.9% | $4,821+276.8% | $4,297+322.7% |