Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,421 | $93,117-82.4% | $77,096-78.7% | $134,532-87.8% |
| Participation rate | 62.5% | 74.5%-12.0pp | 67.9%-5.4pp | 81.2%-18.7pp |
| Annual return | -14.26% | 62.67%-76.9pp | 42.35%-56.6pp | 418.27%-432.5pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,289 | $5,241-75.4% | $4,429-70.9% | $6,401-79.9% |
| Admin fee / account holder | $1,056 | $6,948-84.8% | $5,428-80.6% | $11,429-90.8% |