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 | $64,415 | $104,937-38.6% | $84,628-23.9% | $152,897-57.9% |
| Participation rate | 26.7% | 74.8%-48.2pp | 68.2%-41.6pp | 82.5%-55.8pp |
| Annual return | 1208.63% | 373.88%+834.7pp | 258.80%+949.8pp | 345.43%+863.2pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $313 | $4,690-93.3% | $3,900-92.0% | $5,851-94.7% |
| Admin fee / account holder | $1,388 | $6,243-77.8% | $4,914-71.8% | $11,599-88.0% |