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 | $67,707 | $155,840-56.6% | $124,694-45.7% | $167,553-59.6% |
| Participation rate | 42.9% | 81.1%-38.3pp | 74.6%-31.8pp | 82.1%-39.3pp |
| Annual return | 18.18% | 17.98%+0.2pp | 5144.82%-5126.6pp | 478.89%-460.7pp |
| Employer contribution / active EE | $0 | $4,165-100.0% | $3,325-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $243 | $5,675-95.7% | $4,615-94.7% | $6,343-96.2% |
| Admin fee / account holder | $486 | $9,536-94.9% | $7,495-93.5% | $12,316-96.1% |