Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $26,002 | $169,237-84.6% | $129,339-79.9% | $145,978-82.2% |
| Participation rate | 35.7% | 76.5%-40.8pp | 69.6%-33.9pp | 80.3%-44.6pp |
| Annual return | 12.07% | 14364.43%-14352.4pp | 9437.05%-9425.0pp | 550.52%-538.4pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $397 | $4,991-92.0% | $4,170-90.5% | $6,690-94.1% |
| Admin fee / account holder | $792 | $9,882-92.0% | $7,668-89.7% | $13,400-94.1% |