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 | $36,973 | $58,258-36.5% | $81,820-54.8% | $80,925-54.3% |
| Participation rate | 9.4% | 63.5%-54.0pp | 72.4%-63.0pp | 67.7%-58.2pp |
| Annual return | 20.81% | 41.76%-21.0pp | 777.93%-757.1pp | 35.65%-14.8pp |
| Employer contribution / active EE | $354 | $2,345-84.9% | $2,915-87.9% | $2,756-87.2% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $350 | $4,976-93.0% | $7,391-95.3% | $6,940-95.0% |