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 | $16,768 | $138,114-87.9% | $125,391-86.6% | $134,545-87.5% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $570 | $5,246-89.1% | $4,816-88.2% | $4,742-88.0% |
| Participant deferral / active EE | $6,300 | $7,801-19.2% | $7,448-15.4% | $6,401-1.6% |
| Admin fee / account holder | $359 | $11,570-96.9% | $10,009-96.4% | $11,431-96.9% |