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 | $100,097 | $102,663-2.5% | $86,216+16.1% | $139,466-28.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 3.31% | 1924.52%-1921.2pp | 1169.42%-1166.1pp | 373.66%-370.4pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,520 | $4,677-67.5% | $3,986-61.9% | $6,712-77.4% |
| Admin fee / account holder | $1,675 | $8,663-80.7% | $6,853-75.6% | $11,409-85.3% |