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.
Participant 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 | $42,601 | $58,726-27.5% | $142,898-70.2% | $85,851-50.4% |
| Participation rate | 20.5% | 58.5%-38.0pp | 72.0%-51.5pp | 69.3%-48.9pp |
| Annual return | 0.00% | 27.73%-27.7pp | 5639.64%-5639.6pp | 318.63%-318.6pp |
| Employer contribution / active EE | $281 | $1,424-80.3% | $4,146-93.2% | $2,565-89.0% |
| Participant deferral / active EE | $897 | $2,609-65.6% | $3,838-76.6% | $3,952-77.3% |
| Admin fee / account holder | $3,772 | $4,234-10.9% | $6,560-42.5% | $6,261-39.8% |