Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $26,879 | $178,174-84.9% | $156,181-82.8% | $137,256-80.4% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.8%-78.8pp | 80.0%-80.0pp |
| Annual return | 12.09% | 84.19%-72.1pp | 64.87%-52.8pp | 220.34%-208.2pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,492 | $6,888-63.8% | $6,132-59.4% | $6,407-61.1% |
| Admin fee / account holder | $25,136 | $17,404+44.4% | $14,586+72.3% | $12,270+104.9% |