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 | $13,763 | $99,009-86.1% | $86,581-84.1% | $147,585-90.7% |
| Participation rate | 20.0% | 76.3%-56.3pp | 73.5%-53.5pp | 82.8%-62.8pp |
| Annual return | 14.82% | 1312.70%-1297.9pp | 965.06%-950.2pp | 578.58%-563.8pp |
| Employer contribution / active EE | $192 | $3,132-93.9% | $2,840-93.2% | $4,876-96.1% |
| Participant deferral / active EE | $113 | $3,972-97.2% | $3,609-96.9% | $5,439-97.9% |
| Admin fee / account holder | $2,197 | $5,709-61.5% | $4,904-55.2% | $10,886-79.8% |