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 | $37,796 | $109,863-65.6% | $98,477-61.6% | $167,518-77.4% |
| Participation rate | 15.0% | 75.8%-60.8pp | 73.3%-58.3pp | 82.1%-67.1pp |
| Annual return | 9.72% | 1958.09%-1948.4pp | 1493.59%-1483.9pp | 478.71%-469.0pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $166 | $4,673-96.4% | $4,276-96.1% | $6,342-97.4% |
| Admin fee / account holder | $548 | $6,755-91.9% | $5,951-90.8% | $12,312-95.6% |