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 | $40,602 | $49,199-17.5% | $121,204-66.5% | $75,173-46.0% |
| Participation rate | 16.4% | 55.4%-39.0pp | 69.5%-53.1pp | 67.2%-50.8pp |
| Annual return | 14.14% | 56.04%-41.9pp | 987.18%-973.0pp | 160.72%-146.6pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $516 | $2,630-80.4% | $4,083-87.4% | $4,126-87.5% |
| Admin fee / account holder | $558 | $3,946-85.8% | $5,651-90.1% | $5,651-90.1% |