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 | $80,883 | $125,237-35.4% | $105,608-23.4% | $145,877-44.6% |
| Participation rate | 28.6% | 77.7%-49.1pp | 75.3%-46.7pp | 80.3%-51.7pp |
| Annual return | 10.64% | 225.76%-215.1pp | 116.50%-105.9pp | 551.28%-540.6pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $241 | $5,711-95.8% | $5,010-95.2% | $6,691-96.4% |
| Admin fee / account holder | $147,391 | $17,287+752.6% | $11,028+1236.5% | $13,402+999.8% |