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 | $46,730 | $51,631-9.5% | $129,397-63.9% | $80,925-42.3% |
| Participation rate | 11.1% | 56.9%-45.8pp | 69.6%-58.5pp | 67.7%-56.5pp |
| Annual return | 24.29% | 20.77%+3.5pp | 9453.98%-9429.7pp | 35.65%-11.4pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $376 | $2,670-85.9% | $4,167-91.0% | $4,299-91.3% |
| Admin fee / account holder | $5,170 | $4,309+20.0% | $7,679-32.7% | $6,940-25.5% |