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 | $37,680 | $48,570-22.4% | $130,660-71.2% | $72,976-48.4% |
| Participation rate | 16.5% | 58.6%-42.1pp | 71.7%-55.3pp | 69.5%-53.0pp |
| Annual return | 22.61% | 38.63%-16.0pp | 1709.29%-1686.7pp | 81.02%-58.4pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $542 | $2,384-77.3% | $3,603-85.0% | $3,608-85.0% |
| Admin fee / account holder | $309 | $3,549-91.3% | $5,463-94.4% | $5,124-94.0% |