Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $50,987 | $58,969-13.5% | $129,406-60.6% | $77,762-34.4% |
| Participation rate | 13.6% | 59.5%-45.8pp | 69.6%-56.0pp | 70.6%-57.0pp |
| Annual return | 13.46% | 24.78%-11.3pp | 9468.18%-9454.7pp | 31.27%-17.8pp |
| Employer contribution / active EE | $0 | $1,959-100.0% | $4,155-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $370 | $3,224-88.5% | $4,167-91.1% | $4,651-92.0% |
| Admin fee / account holder | $1,970 | $593+232.4% | $7,689-74.4% | $433+355.2% |