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 | $51,466 | $202,342-74.6% | $172,752-70.2% | $152,897-66.3% |
| Participation rate | 41.2% | 87.1%-45.9pp | 82.6%-41.5pp | 82.5%-41.3pp |
| Annual return | 16.33% | 1029.83%-1013.5pp | 802.97%-786.6pp | 345.43%-329.1pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $334 | $5,948-94.4% | $5,198-93.6% | $5,851-94.3% |
| Admin fee / account holder | $2,292 | $17,111-86.6% | $13,955-83.6% | $11,599-80.2% |