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 | $34,702 | $59,456-41.6% | $93,669-63.0% | $74,429-53.4% |
| Participation rate | 47.2% | 59.6%-12.5pp | 68.7%-21.6pp | 67.2%-20.1pp |
| Annual return | 10.92% | 82.00%-71.1pp | 133.59%-122.7pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,056 | $3,052-65.4% | $4,416-76.1% | $4,348-75.7% |
| Admin fee / account holder | $4,100 | $3,026+35.5% | $8,291-50.5% | $1,944+110.9% |