Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $18,878 | $114,093-83.5% | $96,171-80.4% | $167,536-88.7% |
| Participation rate | 36.8% | 75.1%-38.2pp | 68.4%-31.6pp | 82.1%-45.3pp |
| Annual return | 20.50% | 190.00%-169.5pp | 192.04%-171.5pp | 478.82%-458.3pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,662 | $5,197-68.0% | $4,350-61.8% | $6,342-73.8% |
| Admin fee / account holder | $2,658 | $6,899-61.5% | $5,538-52.0% | $12,315-78.4% |