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 | $39,564 | $55,437-28.6% | $155,534-74.6% | $74,459-46.9% |
| Participation rate | 20.3% | 61.9%-41.6pp | 78.2%-57.9pp | 67.2%-46.9pp |
| Annual return | 91.48% | 269.58%-178.1pp | 64.92%+26.6pp | 1369.70%-1278.2pp |
| Employer contribution / active EE | $388 | $2,266-82.9% | $4,675-91.7% | $2,626-85.2% |
| Participant deferral / active EE | $804 | $2,837-71.7% | $5,630-85.7% | $4,350-81.5% |
| Admin fee / account holder | $3,469 | $1,742+99.1% | $15,900-78.2% | $1,945+78.4% |