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 | $25,281 | $95,383-73.5% | $185,837-86.4% | $85,856-70.6% |
| Participation rate | 22.7% | 68.8%-46.0pp | 81.7%-59.0pp | 69.3%-46.6pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.08%-122.1pp | 318.58%-318.6pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,709 | $3,423-50.1% | $5,568-69.3% | $3,952-56.8% |
| Admin fee / account holder | $17,823 | $7,213+147.1% | $16,241+9.7% | $6,261+184.7% |