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 | $47,080 | $72,492-35.1% | $87,104-45.9% | $72,975-35.5% |
| Participation rate | 35.1% | 72.8%-37.7pp | 76.9%-41.8pp | 69.5%-34.4pp |
| Annual return | 98.43% | 24.46%+74.0pp | 28.19%+70.2pp | 81.01%+17.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $737 | $3,270-77.5% | $4,048-81.8% | $3,608-79.6% |
| Admin fee / account holder | $1,377 | $5,055-72.8% | $7,491-81.6% | $5,124-73.1% |