Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,881 | $93,117-87.2% | $77,096-84.6% | $134,532-91.2% |
| Participation rate | 20.0% | 74.5%-54.5pp | 67.9%-47.9pp | 81.2%-61.2pp |
| Annual return | -18.72% | 62.67%-81.4pp | 42.35%-61.1pp | 418.27%-437.0pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,380 | $5,241-35.5% | $4,429-23.7% | $6,401-47.2% |
| Admin fee / account holder | $800 | $6,948-88.5% | $5,428-85.3% | $11,429-93.0% |