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 | $41,491 | $57,330-27.6% | $86,656-52.1% | $75,177-44.8% |
| Participation rate | 54.4% | 63.2%-8.8pp | 71.7%-17.3pp | 67.2%-12.8pp |
| Annual return | 0.00% | 2675.40%-2675.4pp | 593.09%-593.1pp | 160.75%-160.8pp |
| Employer contribution / active EE | $104 | $2,316-95.5% | $3,025-96.5% | $2,671-96.1% |
| Participant deferral / active EE | $1,502 | $3,320-54.8% | $4,439-66.2% | $4,126-63.6% |
| Admin fee / account holder | $6,966 | $4,115+69.3% | $5,619+24.0% | $5,651+23.3% |