Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $6,615 | $34,316-80.7% | $74,723-91.1% | $72,976-90.9% |
| Participation rate | 56.1% | 42.4%+13.7pp | 54.5%+1.6pp | 69.5%-13.4pp |
| Annual return | 26.12% | 26.58%-0.5pp | 753.18%-727.1pp | 81.02%-54.9pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,536 | $1,272+20.8% | $1,962-21.7% | $3,608-57.4% |
| Admin fee / account holder | $469 | $2,125-77.9% | $3,335-85.9% | $5,124-90.8% |