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 | $11,689 | $54,357-78.5% | $82,706-85.9% | $68,495-82.9% |
| Participation rate | 32.1% | 63.9%-31.8pp | 72.6%-40.4pp | 67.9%-35.7pp |
| Annual return | 677.89% | -13.67%+691.6pp | 701.76%-23.9pp | -7.84%+685.7pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,000 | $3,246-69.2% | $4,394-77.3% | $4,028-75.2% |
| Admin fee / account holder | $329 | $4,396-92.5% | $5,329-93.8% | $5,403-93.9% |