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 | $30,714 | $60,393-49.1% | $81,820-62.5% | $74,429-58.7% |
| Participation rate | 13.6% | 62.9%-49.3pp | 72.4%-58.7pp | 67.2%-53.6pp |
| Annual return | 14.92% | 16.89%-2.0pp | 777.93%-763.0pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $821 | $3,397-75.8% | $4,323-81.0% | $4,348-81.1% |
| Admin fee / account holder | $617 | $1,491-58.6% | $7,391-91.7% | $1,944-68.3% |