Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,419 | $114,130-90.0% | $96,192-88.1% | $167,553-93.2% |
| Participation rate | 40.9% | 75.1%-34.2pp | 68.4%-27.5pp | 82.1%-41.2pp |
| Annual return | 16.77% | 190.07%-173.3pp | 192.09%-175.3pp | 478.89%-462.1pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,739 | $5,198-28.1% | $4,351-14.1% | $6,343-41.1% |
| Admin fee / account holder | $22,449 | $6,901+225.3% | $5,539+305.3% | $12,316+82.3% |