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 | $53,528 | $65,440-18.2% | $98,506-45.7% | $85,851-37.7% |
| Participation rate | 5.6% | 65.0%-59.5pp | 73.3%-67.8pp | 69.3%-63.8pp |
| Annual return | 12.31% | 21.75%-9.4pp | 1494.92%-1482.6pp | 318.63%-306.3pp |
| Employer contribution / active EE | $281 | $2,169-87.1% | $2,961-90.5% | $2,565-89.1% |
| Participant deferral / active EE | $748 | $3,168-76.4% | $4,277-82.5% | $3,952-81.1% |
| Admin fee / account holder | $505 | $4,596-89.0% | $5,955-91.5% | $6,261-91.9% |