Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $14,300 | $96,691-85.2% | $86,656-83.5% | $139,487-89.7% |
| Participation rate | 66.7% | 74.4%-7.8pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 17.27% | 106.87%-89.6pp | 593.09%-575.8pp | 373.84%-356.6pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,969 | $4,838-38.6% | $4,439-33.1% | $6,713-55.8% |
| Admin fee / account holder | $406 | $6,414-93.7% | $5,619-92.8% | $11,407-96.4% |