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 | $24,975 | $51,878-51.9% | $68,368-63.5% | $79,634-68.6% |
| Participation rate | 12.4% | 53.7%-41.3pp | 73.8%-61.4pp | 62.5%-50.1pp |
| Annual return | 18.12% | 137.43%-119.3pp | 292.57%-274.5pp | 36.46%-18.3pp |
| Employer contribution / active EE | $0 | $1,931-100.0% | $2,649-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $493 | $2,577-80.9% | $4,123-88.0% | $3,835-87.1% |
| Admin fee / account holder | $5,999 | $942+536.7% | $5,150+16.5% | $1,002+498.8% |