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 | $81,864 | $91,911-10.9% | $68,612+19.3% | $135,380-39.5% |
| Participation rate | 40.0% | 76.7%-36.7pp | 72.2%-32.2pp | 82.6%-42.6pp |
| Annual return | -15.93% | -8.22%-7.7pp | -4.63%-11.3pp | 519.81%-535.7pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,229 | $4,315-2.0% | $3,311+27.7% | $5,609-24.6% |
| Admin fee / account holder | $2,191 | $9,240-76.3% | $5,131-57.3% | $10,828-79.8% |