Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $32,777 | $55,446-40.9% | $155,574-78.9% | $74,429-56.0% |
| Participation rate | 4.3% | 61.9%-57.6pp | 78.2%-73.9pp | 67.2%-62.9pp |
| Annual return | 14.91% | 269.20%-254.3pp | 64.87%-50.0pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $502 | $2,836-82.3% | $5,629-91.1% | $4,348-88.4% |
| Admin fee / account holder | $708 | $1,743-59.4% | $15,914-95.6% | $1,944-63.6% |