Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $23,566 | $138,102-82.9% | $125,381-81.2% | $134,532-82.5% |
| Participation rate | 61.1% | 84.5%-23.4pp | 82.4%-21.3pp | 81.2%-20.1pp |
| Annual return | -17.16% | 750.73%-767.9pp | 572.31%-589.5pp | 418.27%-435.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,911 | $7,801-62.7% | $7,448-60.9% | $6,401-54.5% |
| Admin fee / account holder | $3,765 | $11,568-67.5% | $10,007-62.4% | $11,429-67.1% |