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 | $15,450 | $109,830-85.9% | $98,452-84.3% | $167,497-90.8% |
| Participation rate | 15.4% | 75.8%-60.4pp | 73.3%-58.0pp | 82.1%-66.7pp |
| Annual return | 14.83% | 1957.04%-1942.2pp | 1492.96%-1478.1pp | 478.62%-463.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $164 | $4,673-96.5% | $4,276-96.2% | $6,341-97.4% |
| Admin fee / account holder | $403 | $6,751-94.0% | $5,948-93.2% | $12,310-96.7% |