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 | $38,550 | $100,041-61.5% | $149,718-74.3% | $70,131-45.0% |
| Participation rate | 51.4% | 83.6%-32.2pp | 87.1%-35.7pp | 69.5%-18.2pp |
| Annual return | 13.58% | 27.43%-13.9pp | 1501.70%-1488.1pp | 73.14%-59.6pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,440 | $4,983-71.1% | $6,568-78.1% | $3,332-56.8% |
| Admin fee / account holder | $818 | $8,286-90.1% | $11,283-92.7% | $4,645-82.4% |