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 | $56,980 | $79,209-28.1% | $102,434-44.4% | $74,459-23.5% |
| Participation rate | 11.9% | 74.8%-62.9pp | 76.5%-64.6pp | 67.2%-55.3pp |
| Annual return | 43.10% | 54.98%-11.9pp | 29.46%+13.6pp | 1369.70%-1326.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $936 | $4,417-78.8% | $5,055-81.5% | $4,350-78.5% |
| Admin fee / account holder | $306 | $2,002-84.7% | $9,462-96.8% | $1,945-84.2% |