Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,266 | $76,522-97.0% | $56,033-96.0% | $145,884-98.4% |
| Participation rate | 59.1% | 63.2%-4.1pp | 52.5%+6.6pp | 80.3%-21.2pp |
| Annual return | 5.77% | 3014.28%-3008.5pp | 1711.38%-1705.6pp | 551.85%-546.1pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $544 | $2,624-79.3% | $1,954-72.2% | $6,690-91.9% |
| Admin fee / account holder | $325 | $3,328-90.2% | $2,827-88.5% | $13,392-97.6% |