Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,825 | $27,639-57.2% | $61,501-80.8% | $68,490-82.7% |
| Participation rate | 5.4% | 39.5%-34.1pp | 52.6%-47.2pp | 67.9%-62.5pp |
| Annual return | -19.02% | -13.19%-5.8pp | 339.04%-358.1pp | -7.85%-11.2pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $427 | $1,264-66.2% | $2,125-79.9% | $4,028-89.4% |
| Admin fee / account holder | $705 | $2,012-65.0% | $2,132-66.9% | $5,403-86.9% |