Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,193 | $57,330-80.5% | $86,656-87.1% | $75,177-85.1% |
| Participation rate | 29.3% | 63.2%-33.9pp | 71.7%-42.4pp | 67.2%-37.9pp |
| Annual return | 24.36% | 2675.40%-2651.0pp | 593.09%-568.7pp | 160.75%-136.4pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,316 | $3,320-30.2% | $4,439-47.8% | $4,126-43.9% |
| Admin fee / account holder | $3,053 | $4,115-25.8% | $5,619-45.7% | $5,651-46.0% |