Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.
Employer 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 | $14,636 | $93,124-84.3% | $77,100-81.0% | $134,545-89.1% |
| Participation rate | 27.3% | 74.5%-47.2pp | 67.9%-40.6pp | 81.2%-54.0pp |
| Annual return | -21.31% | 62.68%-84.0pp | 42.35%-63.7pp | 418.37%-439.7pp |
| Employer contribution / active EE | $6 | $3,421-99.8% | $2,815-99.8% | $4,742-99.9% |
| Participant deferral / active EE | $985 | $5,242-81.2% | $4,430-77.8% | $6,401-84.6% |
| Admin fee / account holder | $432 | $6,970-93.8% | $5,443-92.1% | $11,431-96.2% |