Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,193 | $58,275-84.2% | $81,844-88.8% | $80,935-88.6% |
| Participation rate | 34.5% | 63.5%-29.0pp | 72.4%-37.9pp | 67.7%-33.2pp |
| Annual return | 124.28% | 41.82%+82.5pp | 778.87%-654.6pp | 35.66%+88.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $720 | $3,285-78.1% | $4,323-83.3% | $4,299-83.3% |
| Admin fee / account holder | $1,976 | $4,749-58.4% | $7,355-73.1% | $6,924-71.5% |