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 | $38,697 | $109,967-64.8% | $97,197-60.2% | $145,877-73.5% |
| Participation rate | 13.6% | 76.0%-62.3pp | 72.7%-59.1pp | 80.3%-66.7pp |
| Annual return | 7.87% | 244.27%-236.4pp | 75.47%-67.6pp | 551.28%-543.4pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $414 | $4,676-91.2% | $4,263-90.3% | $6,691-93.8% |
| Admin fee / account holder | $3,796 | $6,199-38.8% | $5,637-32.7% | $13,402-71.7% |