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 | $71,995 | $59,402+21.2% | $93,654-23.1% | $74,546-3.4% |
| Participation rate | 19.5% | 59.7%-40.2pp | 68.7%-49.2pp | 67.2%-47.7pp |
| Annual return | 15.06% | 81.86%-66.8pp | 133.34%-118.3pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,421-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,184 | $3,049-61.2% | $4,413-73.2% | $4,347-72.8% |
| Admin fee / account holder | $11,616 | $3,023+284.3% | $8,282+40.3% | $1,944+497.7% |