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 | $5,076 | $27,943-81.8% | $58,507-91.3% | $75,177-93.2% |
| Participation rate | 25.4% | 38.8%-13.4pp | 50.9%-25.4pp | 67.2%-41.8pp |
| Annual return | 27.54% | 44.22%-16.7pp | 4252.32%-4224.8pp | 160.75%-133.2pp |
| Employer contribution / active EE | $1 | $670-99.8% | $1,053-99.9% | $2,671-100.0% |
| Participant deferral / active EE | $1,233 | $1,202+2.6% | $1,922-35.9% | $4,126-70.1% |
| Admin fee / account holder | $447 | $1,727-74.1% | $2,486-82.0% | $5,651-92.1% |