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 | $17,799 | $162,529-89.0% | $130,788-86.4% | $154,746-88.5% |
| Participation rate | 13.3% | 75.9%-62.5pp | 70.1%-56.8pp | 80.7%-67.4pp |
| Annual return | 102.87% | 510.48%-407.6pp | 386.44%-283.6pp | 172.34%-69.5pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $845 | $4,808-82.4% | $4,137-79.6% | $6,730-87.4% |
| Admin fee / account holder | $2,511 | $7,669-67.3% | $6,673-62.4% | $14,365-82.5% |