Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $62,608 | $95,383-34.4% | $185,837-66.3% | $85,856-27.1% |
| Participation rate | 0.0% | 68.8%-68.8pp | 81.7%-81.7pp | 69.3%-69.3pp |
| Annual return | 13.17% | 23.59%-10.4pp | 122.08%-108.9pp | 318.58%-305.4pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,534 | $3,423+90.9% | $5,568+17.3% | $3,952+65.3% |
| Admin fee / account holder | $1,650 | $7,213-77.1% | $16,241-89.8% | $6,261-73.6% |