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 | $7,029 | $95,580-92.6% | $76,872-90.9% | $139,466-95.0% |
| Participation rate | 0.0% | 74.0%-74.0pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 19.53% | 55.00%-35.5pp | 37.90%-18.4pp | 373.66%-354.1pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,863 | $4,623-59.7% | $3,832-51.4% | $6,712-72.2% |
| Admin fee / account holder | $18,758 | $8,302+125.9% | $5,476+242.5% | $11,409+64.4% |