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 | $85,787 | $65,191+31.6% | $203,872-57.9% | $65,191+31.6% |
| Participation rate | 12.3% | 63.0%-50.7pp | 77.8%-65.5pp | 63.0%-50.7pp |
| Annual return | 17.86% | 51.24%-33.4pp | 85.11%-67.3pp | 51.24%-33.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,757-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $657 | $2,671-75.4% | $6,388-89.7% | $2,671-75.4% |
| Admin fee / account holder | $1,367 | $907+50.7% | $11,730-88.3% | $907+50.7% |