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 | $36,751 | $103,008-64.3% | $90,304-59.3% | $152,897-76.0% |
| Participation rate | 31.6% | 75.9%-44.3pp | 73.3%-41.7pp | 82.5%-50.9pp |
| Annual return | 17.07% | 95.22%-78.2pp | 78.13%-61.1pp | 345.43%-328.4pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $48 | $4,281-98.9% | $3,885-98.8% | $5,851-99.2% |
| Admin fee / account holder | $4,206 | $6,175-31.9% | $5,354-21.4% | $11,599-63.7% |