Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,454 | $67,823-94.9% | $52,425-93.4% | $137,256-97.5% |
| Participation rate | 5.6% | 63.9%-58.4pp | 55.6%-50.1pp | 80.0%-74.4pp |
| Annual return | 14.44% | 219.11%-204.7pp | 302.12%-287.7pp | 220.34%-205.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $342 | $2,288-85.0% | $1,790-80.9% | $6,407-94.7% |
| Admin fee / account holder | $1,558 | $2,844-45.2% | $2,495-37.6% | $12,270-87.3% |