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 | $2,991 | $28,624-89.6% | $53,647-94.4% | $82,637-96.4% |
| Participation rate | 66.1% | 47.3%+18.8pp | 56.3%+9.8pp | 68.1%-2.0pp |
| Annual return | 18.07% | 664.98%-646.9pp | 358.33%-340.3pp | 53.51%-35.4pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $453 | $1,196-62.1% | $1,813-75.0% | $4,126-89.0% |
| Admin fee / account holder | $432 | $2,022-78.6% | $2,460-82.4% | $7,339-94.1% |