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 | $12,938 | $30,421-57.5% | $56,077-76.9% | $74,429-82.6% |
| Participation rate | 5.4% | 32.9%-27.5pp | 52.5%-47.1pp | 67.2%-61.8pp |
| Annual return | 18.81% | 24.94%-6.1pp | 1709.28%-1690.5pp | 1368.38%-1349.6pp |
| Employer contribution / active EE | $1 | $610-99.8% | $1,040-99.9% | $2,625-100.0% |
| Participant deferral / active EE | $254 | $1,175-78.3% | $1,954-87.0% | $4,348-94.1% |
| Admin fee / account holder | $1,278 | $2,363-45.9% | $2,825-54.8% | $1,944-34.3% |