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 | $44,785 | $29,507+51.8% | $56,025-20.1% | $77,762-42.4% |
| Participation rate | 9.9% | 32.7%-22.8pp | 52.5%-42.6pp | 70.6%-60.7pp |
| Annual return | 14.62% | 18.90%-4.3pp | 1712.69%-1698.1pp | 31.27%-16.6pp |
| Employer contribution / active EE | $0 | $570-100.0% | $1,042-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $204 | $1,062-80.8% | $1,955-89.6% | $4,651-95.6% |
| Admin fee / account holder | $500 | $1,041-51.9% | $2,828-82.3% | $433+15.6% |