Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $11,704 | $76,634-84.7% | $56,054-79.1% | $145,978-92.0% |
| Participation rate | 11.1% | 63.2%-52.1pp | 52.5%-41.4pp | 80.3%-69.2pp |
| Annual return | 14.17% | 3004.33%-2990.2pp | 1705.95%-1691.8pp | 550.52%-536.3pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $846 | $2,622-67.7% | $1,952-56.7% | $6,690-87.4% |
| Admin fee / account holder | $1,305 | $3,321-60.7% | $2,822-53.8% | $13,400-90.3% |