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 | $26,887 | $75,832-64.5% | $147,617-81.8% | $59,633-54.9% |
| Participation rate | 28.8% | 71.6%-42.7pp | 84.6%-55.8pp | 68.7%-39.8pp |
| Annual return | 0.22% | 0.37%-0.1pp | 61.98%-61.8pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,155 | $3,131-31.2% | $4,895-56.0% | $3,192-32.5% |
| Admin fee / account holder | $13,017 | $5,986+117.5% | $11,612+12.1% | $4,297+202.9% |