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 | $134,485 | $93,346+44.1% | $71,796+87.3% | $273,972-50.9% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.1%-69.1pp | 83.0%-83.0pp |
| Annual return | 8.34% | 130.39%-122.0pp | 78.04%-69.7pp | 41.46%-33.1pp |
| Employer contribution / active EE | $5,500 | $2,733+101.2% | $1,924+185.8% | $4,869+13.0% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,970 | $6,571+21.3% | $4,815+65.5% | $10,133-21.3% |