Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $12,926 | $76,608-83.1% | $56,077-76.9% | $145,877-91.1% |
| Participation rate | 58.8% | 63.2%-4.4pp | 52.5%+6.3pp | 80.3%-21.5pp |
| Annual return | 9.62% | 3009.59%-3000.0pp | 1709.28%-1699.7pp | 551.28%-541.7pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $815 | $2,624-69.0% | $1,954-58.3% | $6,691-87.8% |
| Admin fee / account holder | $2,344 | $3,325-29.5% | $2,825-17.0% | $13,402-82.5% |