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 | $18,175 | $32,037-43.3% | $69,182-73.7% | $62,881-71.1% |
| Participation rate | 29.7% | 43.4%-13.7pp | 55.1%-25.4pp | 69.3%-39.6pp |
| Annual return | -6.40% | 15.16%-21.6pp | -21.93%+15.5pp | 20.14%-26.5pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,250 | $1,185+5.4% | $1,897-34.1% | $3,203-61.0% |
| Admin fee / account holder | $353 | $2,608-86.5% | $2,697-86.9% | $4,296-91.8% |