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 | $38,784 | $167,030-76.8% | $135,768-71.4% | $155,188-75.0% |
| Participation rate | 6.3% | 76.2%-69.9pp | 71.1%-64.8pp | 80.8%-74.6pp |
| Annual return | 16.48% | 678.39%-661.9pp | 526.10%-509.6pp | 148.84%-132.4pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $34 | $4,528-99.2% | $3,977-99.1% | $6,531-99.5% |
| Admin fee / account holder | $392 | $8,172-95.2% | $7,048-94.4% | $14,480-97.3% |