Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $28,171 | $29,736-5.3% | $56,033-49.7% | $80,935-65.2% |
| Participation rate | 4.3% | 41.7%-37.4pp | 52.5%-48.2pp | 67.7%-63.4pp |
| Annual return | 1476.52% | 35.28%+1441.2pp | 1711.38%-234.9pp | 35.66%+1440.9pp |
| Employer contribution / active EE | $104 | $671-84.6% | $1,041-90.0% | $2,757-96.2% |
| Participant deferral / active EE | $227 | $1,228-81.5% | $1,954-88.4% | $4,299-94.7% |
| Admin fee / account holder | $1,914 | $2,434-21.4% | $2,827-32.3% | $6,924-72.4% |