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 | $27,698 | $150,447-81.6% | $136,298-79.7% | $147,586-81.2% |
| Participation rate | 27.8% | 84.4%-56.6pp | 81.9%-54.1pp | 82.8%-55.1pp |
| Annual return | 19.32% | 1049.15%-1029.8pp | 5156.27%-5137.0pp | 578.59%-559.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,445 | $6,631-78.2% | $6,247-76.9% | $5,439-73.4% |
| Admin fee / account holder | $950 | $10,906-91.3% | $9,244-89.7% | $10,886-91.3% |