Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $19,685 | $76,519-74.3% | $56,025-64.9% | $145,897-86.5% |
| Participation rate | 8.3% | 63.2%-54.9pp | 52.5%-44.2pp | 80.3%-72.0pp |
| Annual return | 17.61% | 3017.03%-2999.4pp | 1712.69%-1695.1pp | 552.29%-534.7pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,719 | $2,624-34.5% | $1,955-12.1% | $6,689-74.3% |
| Admin fee / account holder | $303 | $3,331-90.9% | $2,828-89.3% | $13,390-97.7% |