Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,231 | $49,896-35.4% | $80,627-60.0% | $75,173-57.1% |
| Participation rate | 10.9% | 55.3%-44.5pp | 67.0%-56.1pp | 67.2%-56.3pp |
| Annual return | 6.69% | 34.67%-28.0pp | 936.76%-930.1pp | 160.72%-154.0pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,305 | $2,992-56.4% | $4,443-70.6% | $4,126-68.4% |
| Admin fee / account holder | $3,741 | $3,578+4.6% | $5,381-30.5% | $5,651-33.8% |