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 | $12,001 | $88,702-86.5% | $81,780-85.3% | $145,978-91.8% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.4%-3.6pp | 80.3%-11.5pp |
| Annual return | 18.16% | 1029.12%-1011.0pp | 776.27%-758.1pp | 550.52%-532.4pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,342 | $4,645-28.1% | $4,321-22.6% | $6,690-50.0% |
| Admin fee / account holder | $377 | $8,414-95.5% | $7,384-94.9% | $13,400-97.2% |