Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $20,210 | $39,245-48.5% | $64,105-68.5% | $52,331-61.4% |
| Participation rate | 6.8% | 58.2%-51.4pp | 68.2%-61.3pp | 68.1%-61.3pp |
| Annual return | 210.89% | 14.79%+196.1pp | 791.24%-580.4pp | 4.54%+206.3pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,484 | $1,992-25.5% | $2,822-47.4% | $3,022-50.9% |
| Admin fee / account holder | $476 | $592-19.7% | $4,499-89.4% | $592-19.6% |