Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $33,714 | $75,828-55.5% | $147,617-77.2% | $59,632-43.5% |
| Participation rate | 29.5% | 71.6%-42.0pp | 84.6%-55.1pp | 68.7%-39.1pp |
| Annual return | -1.08% | 0.37%-1.5pp | 61.98%-63.1pp | 2041.32%-2042.4pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,059 | $3,130-66.2% | $4,895-78.4% | $3,192-66.8% |
| Admin fee / account holder | $3,458 | $5,985-42.2% | $11,611-70.2% | $4,297-19.5% |