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 | $14,989 | $45,050-66.7% | $63,018-76.2% | $70,126-78.6% |
| Participation rate | 39.0% | 69.5%-30.5pp | 74.8%-35.8pp | 69.5%-30.6pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.62%-87.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,117 | $2,466-54.7% | $3,330-66.4% | $3,332-66.5% |
| Admin fee / account holder | $851 | $2,834-70.0% | $3,601-76.4% | $4,645-81.7% |