Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,696 | $29,319-90.8% | $52,425-94.9% | $82,448-96.7% |
| Participation rate | 65.3% | 46.9%+18.4pp | 55.6%+9.7pp | 68.1%-2.8pp |
| Annual return | 18.62% | 535.20%-516.6pp | 302.12%-283.5pp | 41.64%-23.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $830 | $1,171-29.1% | $1,790-53.6% | $4,139-79.9% |
| Admin fee / account holder | $370 | $1,962-81.1% | $2,495-85.2% | $7,234-94.9% |