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 | $14,788 | $57,330-74.2% | $86,656-82.9% | $75,177-80.3% |
| Participation rate | 35.3% | 63.2%-27.9pp | 71.7%-36.4pp | 67.2%-31.9pp |
| Annual return | 22.70% | 2675.40%-2652.7pp | 593.09%-570.4pp | 160.75%-138.0pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,122 | $3,320-36.1% | $4,439-52.2% | $4,126-48.6% |
| Admin fee / account holder | $513 | $4,115-87.5% | $5,619-90.9% | $5,651-90.9% |