Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $22,652 | $88,778-74.5% | $81,844-72.3% | $145,884-84.5% |
| Participation rate | 10.0% | 75.1%-65.1pp | 72.4%-62.4pp | 80.3%-70.3pp |
| Annual return | 9.64% | 1033.03%-1023.4pp | 778.87%-769.2pp | 551.85%-542.2pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $226 | $4,648-95.1% | $4,323-94.8% | $6,690-96.6% |
| Admin fee / account holder | $999 | $8,430-88.2% | $7,355-86.4% | $13,392-92.5% |