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 | $6,183 | $49,976-87.6% | $66,674-90.7% | $82,637-92.5% |
| Participation rate | 20.4% | 63.1%-42.7pp | 73.7%-53.3pp | 68.1%-47.6pp |
| Annual return | 18.19% | 39.09%-20.9pp | 321.24%-303.0pp | 53.51%-35.3pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $642 | $2,847-77.4% | $4,084-84.3% | $4,126-84.4% |
| Admin fee / account holder | $3,554 | $4,594-22.6% | $5,098-30.3% | $7,339-51.6% |