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 | $29,010 | $159,978-81.9% | $147,041-80.3% | $145,978-80.1% |
| Participation rate | 27.3% | 84.0%-56.7pp | 82.2%-54.9pp | 80.3%-53.0pp |
| Annual return | 11.68% | 98.36%-86.7pp | 419.21%-407.5pp | 550.52%-538.8pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $70 | $8,429-99.2% | $8,071-99.1% | $6,690-98.9% |
| Admin fee / account holder | $3,669 | $15,053-75.6% | $13,006-71.8% | $13,400-72.6% |