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 | $47,867 | $166,242-71.2% | $165,071-71.0% | $145,884-67.2% |
| Participation rate | 26.1% | 82.0%-55.9pp | 78.6%-52.5pp | 80.3%-54.2pp |
| Annual return | 24.30% | 100.44%-76.1pp | 70.17%-45.9pp | 551.85%-527.5pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $328 | $6,964-95.3% | $6,035-94.6% | $6,690-95.1% |
| Admin fee / account holder | $998 | $16,658-94.0% | $12,695-92.1% | $13,392-92.5% |