Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $36,955 | $39,798-7.1% | $67,704-45.4% | $59,633-38.0% |
| Participation rate | 42.0% | 57.4%-15.3pp | 67.5%-25.5pp | 68.7%-26.6pp |
| Annual return | -3.15% | 89.94%-93.1pp | 25.41%-28.6pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,277 | $2,335-45.3% | $3,585-64.4% | $3,192-60.0% |
| Admin fee / account holder | $2,979 | $3,212-7.2% | $4,255-30.0% | $4,297-30.7% |