Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $59,914 | $90,606-33.9% | $79,466-24.6% | $135,379-55.7% |
| Participation rate | 22.2% | 76.0%-53.8pp | 73.3%-51.1pp | 82.6%-60.4pp |
| Annual return | 1719.07% | 977.69%+741.4pp | 718.28%+1000.8pp | 519.79%+1199.3pp |
| Employer contribution / active EE | $61 | $3,068-98.0% | $2,800-97.8% | $4,779-98.7% |
| Participant deferral / active EE | $113 | $4,050-97.2% | $3,704-96.9% | $5,609-98.0% |
| Admin fee / account holder | $1,061 | $5,895-82.0% | $5,104-79.2% | $10,828-90.2% |