Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $52,341 | $126,519-58.6% | $106,201-50.7% | $145,959-64.1% |
| Participation rate | 52.6% | 77.7%-25.0pp | 75.3%-22.7pp | 80.3%-27.7pp |
| Annual return | 22.67% | 225.10%-202.4pp | 116.26%-93.6pp | 561.95%-539.3pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $593 | $5,716-89.6% | $5,012-88.2% | $6,689-91.1% |
| Admin fee / account holder | $9,121 | $17,312-47.3% | $11,039-17.4% | $13,398-31.9% |