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 | $17,250 | $39,798-56.7% | $67,704-74.5% | $59,633-71.1% |
| Participation rate | 12.3% | 57.4%-45.0pp | 67.5%-55.2pp | 68.7%-56.3pp |
| Annual return | 71.42% | 89.94%-18.5pp | 25.41%+46.0pp | 2041.40%-1970.0pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,534 | $2,335-34.3% | $3,585-57.2% | $3,192-51.9% |
| Admin fee / account holder | $3,533 | $3,212+10.0% | $4,255-17.0% | $4,297-17.8% |