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 | $72,064 | $65,555+9.9% | $86,216-16.4% | $75,173-4.1% |
| Participation rate | 9.3% | 60.5%-51.2pp | 69.0%-59.7pp | 67.2%-57.9pp |
| Annual return | 16.69% | 46.07%-29.4pp | 1169.42%-1152.7pp | 160.72%-144.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $575 | $3,023-81.0% | $3,986-85.6% | $4,126-86.1% |
| Admin fee / account holder | $6,004 | $5,469+9.8% | $6,853-12.4% | $5,651+6.3% |