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 | $19,121 | $49,164-61.1% | $121,169-84.2% | $75,181-74.6% |
| Participation rate | 8.7% | 55.4%-46.7pp | 69.5%-60.8pp | 67.2%-58.5pp |
| Annual return | 19.34% | 56.03%-36.7pp | 986.71%-967.4pp | 160.69%-141.3pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,168-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $489 | $2,628-81.4% | $4,083-88.0% | $4,126-88.1% |
| Admin fee / account holder | $1,721 | $3,942-56.4% | $5,645-69.5% | $5,650-69.5% |