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 | $47,652 | $60,128-20.7% | $90,440-47.3% | $79,852-40.3% |
| Participation rate | 7.7% | 65.0%-57.3pp | 72.7%-65.0pp | 69.6%-61.9pp |
| Annual return | 20.87% | 71.95%-51.1pp | 1294.38%-1273.5pp | 31.72%-10.8pp |
| Employer contribution / active EE | $406 | $2,068-80.4% | $3,263-87.6% | $2,471-83.6% |
| Participant deferral / active EE | $697 | $2,939-76.3% | $3,964-82.4% | $3,740-81.4% |
| Admin fee / account holder | $2,410 | $3,977-39.4% | $5,615-57.1% | $5,306-54.6% |