Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $59,152 | $45,123+31.1% | $85,240-30.6% | $74,478-20.6% |
| Participation rate | 7.1% | 49.4%-42.3pp | 67.5%-60.4pp | 67.2%-60.1pp |
| Annual return | 12.22% | 26.32%-14.1pp | 66.75%-54.5pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $546 | $2,736-80.1% | $4,527-87.9% | $4,350-87.5% |
| Admin fee / account holder | $1,933 | $2,215-12.7% | $6,165-68.6% | $1,946-0.7% |