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 | $33,272 | $55,470-40.0% | $155,556-78.6% | $74,478-55.3% |
| Participation rate | 13.6% | 61.9%-48.3pp | 78.2%-64.6pp | 67.2%-53.6pp |
| Annual return | 16.81% | 269.80%-253.0pp | 64.84%-48.0pp | 1370.56%-1353.7pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $690 | $2,838-75.7% | $5,631-87.8% | $4,350-84.1% |
| Admin fee / account holder | $2,728 | $1,744+56.4% | $15,885-82.8% | $1,946+40.2% |