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 | $9,220 | $27,943-67.0% | $58,507-84.2% | $75,177-87.7% |
| Participation rate | 0.0% | 38.8%-38.8pp | 50.9%-50.9pp | 67.2%-67.2pp |
| Annual return | 21.13% | 44.22%-23.1pp | 4252.32%-4231.2pp | 160.75%-139.6pp |
| Employer contribution / active EE | $11 | $670-98.4% | $1,053-99.0% | $2,671-99.6% |
| Participant deferral / active EE | $312 | $1,202-74.0% | $1,922-83.7% | $4,126-92.4% |
| Admin fee / account holder | $2,304 | $1,727+33.4% | $2,486-7.3% | $5,651-59.2% |