Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,011 | $76,519-86.9% | $56,025-82.1% | $145,897-93.1% |
| Participation rate | 5.9% | 63.2%-57.4pp | 52.5%-46.6pp | 80.3%-74.4pp |
| Annual return | 8.00% | 3017.03%-3009.0pp | 1712.69%-1704.7pp | 552.29%-544.3pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $910 | $2,624-65.3% | $1,955-53.4% | $6,689-86.4% |
| Admin fee / account holder | $30,136 | $3,331+804.8% | $2,828+965.5% | $13,390+125.1% |