Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,827 | $69,248-91.6% | $64,101-90.9% | $139,466-95.8% |
| Participation rate | 38.1% | 75.6%-37.5pp | 72.3%-34.2pp | 80.3%-42.2pp |
| Annual return | 62.00% | 45.95%+16.0pp | 33.72%+28.3pp | 373.66%-311.7pp |
| Employer contribution / active EE | $4 | $3,185-99.9% | $2,749-99.8% | $4,754-99.9% |
| Participant deferral / active EE | $2,454 | $4,682-47.6% | $3,881-36.8% | $6,712-63.4% |
| Admin fee / account holder | $410 | $4,247-90.4% | $3,070-86.7% | $11,409-96.4% |