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 | $71,440 | $57,305+24.7% | $86,640-17.5% | $75,173-5.0% |
| Participation rate | 4.3% | 63.2%-58.9pp | 71.7%-67.4pp | 67.2%-62.9pp |
| Annual return | 19.52% | 2674.24%-2654.7pp | 592.52%-573.0pp | 160.72%-141.2pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $783 | $3,320-76.4% | $4,438-82.4% | $4,126-81.0% |
| Admin fee / account holder | $396 | $4,116-90.4% | $5,616-92.9% | $5,651-93.0% |