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 | $23,208 | $60,139-61.4% | $90,461-74.3% | $79,856-70.9% |
| Participation rate | 64.4% | 65.0%-0.5pp | 72.7%-8.2pp | 69.6%-5.2pp |
| Annual return | 15.09% | 71.96%-56.9pp | 1294.76%-1279.7pp | 31.71%-16.6pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,375 | $2,939-19.2% | $3,964-40.1% | $3,741-36.5% |
| Admin fee / account holder | $1,453 | $3,978-63.5% | $5,617-74.1% | $5,306-72.6% |