Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,792 | $217,432-87.2% | $185,849-85.0% | $167,536-83.4% |
| Participation rate | 22.7% | 86.1%-63.3pp | 81.7%-59.0pp | 82.1%-59.4pp |
| Annual return | 17.65% | 148.42%-130.8pp | 122.10%-104.4pp | 478.82%-461.2pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,383 | $6,357-78.2% | $5,569-75.2% | $6,342-78.2% |
| Admin fee / account holder | $429 | $19,818-97.8% | $16,244-97.4% | $12,315-96.5% |