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 | $42,331 | $101,653-58.4% | $147,080-71.2% | $74,459-43.1% |
| Participation rate | 12.7% | 75.6%-62.8pp | 82.2%-69.4pp | 67.2%-54.5pp |
| Annual return | 54.20% | 8754.98%-8700.8pp | 420.17%-366.0pp | 1369.70%-1315.5pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $524 | $7,304-92.8% | $8,066-93.5% | $4,350-87.9% |
| Admin fee / account holder | $904 | $1,752-48.4% | $12,989-93.0% | $1,945-53.5% |