Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $16,636 | $30,437-45.3% | $56,033-70.3% | $74,459-77.7% |
| Participation rate | 34.8% | 32.9%+1.9pp | 52.5%-17.7pp | 67.2%-32.4pp |
| Annual return | 58.84% | 24.96%+33.9pp | 1711.38%-1652.5pp | 1369.70%-1310.9pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,281 | $1,176+94.0% | $1,954+16.8% | $4,350-47.5% |
| Admin fee / account holder | $1,077 | $2,363-54.4% | $2,827-61.9% | $1,945-44.6% |