Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,389 | $72,403-71.8% | $67,524-69.8% | $145,978-86.0% |
| Participation rate | 36.8% | 76.9%-40.0pp | 72.9%-36.1pp | 80.3%-43.5pp |
| Annual return | 14.00% | 7197.23%-7183.2pp | 3519.41%-3505.4pp | 550.52%-536.5pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,303 | $4,782-72.7% | $4,001-67.4% | $6,690-80.5% |
| Admin fee / account holder | $1,680 | $5,541-69.7% | $4,001-58.0% | $13,400-87.5% |