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 | $27,793 | $76,608-63.7% | $56,077-50.4% | $145,877-80.9% |
| Participation rate | 21.1% | 63.2%-42.2pp | 52.5%-31.4pp | 80.3%-59.2pp |
| Annual return | 6.77% | 3009.59%-3002.8pp | 1709.28%-1702.5pp | 551.28%-544.5pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,795 | $2,624-31.6% | $1,954-8.1% | $6,691-73.2% |
| Admin fee / account holder | $2,855 | $3,325-14.1% | $2,825+1.1% | $13,402-78.7% |