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 | $9,662 | $27,936-65.4% | $58,561-83.5% | $75,173-87.1% |
| Participation rate | 16.0% | 38.8%-22.8pp | 50.9%-34.9pp | 67.2%-51.2pp |
| Annual return | 18.76% | 44.21%-25.5pp | 4251.33%-4232.6pp | 160.72%-142.0pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,228 | $1,202+2.2% | $1,923-36.1% | $4,126-70.2% |
| Admin fee / account holder | $594 | $1,727-65.6% | $2,520-76.4% | $5,651-89.5% |