Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $19,676 | $65,440-69.9% | $98,506-80.0% | $85,851-77.1% |
| Participation rate | 18.2% | 65.0%-46.8pp | 73.3%-55.2pp | 69.3%-51.1pp |
| Annual return | 13.61% | 21.75%-8.1pp | 1494.92%-1481.3pp | 318.63%-305.0pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $993 | $3,168-68.7% | $4,277-76.8% | $3,952-74.9% |
| Admin fee / account holder | $3,071 | $4,596-33.2% | $5,955-48.4% | $6,261-50.9% |