Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,135 | $96,643-84.3% | $86,617-82.5% | $139,456-89.1% |
| Participation rate | 12.5% | 74.4%-61.9pp | 71.7%-59.2pp | 80.3%-67.8pp |
| Annual return | 15.81% | 106.57%-90.8pp | 591.91%-576.1pp | 373.45%-357.6pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $220 | $4,835-95.4% | $4,437-95.0% | $6,711-96.7% |
| Admin fee / account holder | $5,552 | $6,406-13.3% | $5,613-1.1% | $11,407-51.3% |