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 | $26,811 | $107,363-75.0% | $92,909-71.1% | $152,897-82.5% |
| Participation rate | 25.0% | 79.8%-54.8pp | 76.0%-51.0pp | 82.5%-57.5pp |
| Annual return | 19.76% | 145.63%-125.9pp | 109.44%-89.7pp | 345.43%-325.7pp |
| Employer contribution / active EE | $33 | $4,222-99.2% | $3,653-99.1% | $4,764-99.3% |
| Participant deferral / active EE | $1,731 | $4,848-64.3% | $4,238-59.2% | $5,851-70.4% |
| Admin fee / account holder | $17,778 | $7,082+151.0% | $5,795+206.8% | $11,599+53.3% |