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 | $111,559 | $88,815+25.6% | $81,882+36.2% | $145,897-23.5% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 12.84% | 1033.75%-1020.9pp | 779.47%-766.6pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,323 | $3,086-57.1% | $2,916-54.6% | $4,663-71.6% |
| Participant deferral / active EE | $385 | $4,647-91.7% | $4,323-91.1% | $6,689-94.2% |
| Admin fee / account holder | $25,524 | $8,434+202.6% | $7,360+246.8% | $13,390+90.6% |