Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $22,950 | $57,305-60.0% | $86,640-73.5% | $75,173-69.5% |
| Participation rate | 6.5% | 63.2%-56.8pp | 71.7%-65.3pp | 67.2%-60.8pp |
| Annual return | 0.00% | 2674.24%-2674.2pp | 592.52%-592.5pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,452 | $3,320-56.3% | $4,438-67.3% | $4,126-64.8% |
| Admin fee / account holder | $304 | $4,116-92.6% | $5,616-94.6% | $5,651-94.6% |