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 | $23,288 | $54,370-57.2% | $82,763-71.9% | $68,490-66.0% |
| Participation rate | 22.0% | 63.9%-42.0pp | 72.6%-50.6pp | 67.9%-45.9pp |
| Annual return | -22.60% | -13.67%-8.9pp | 702.45%-725.0pp | -7.85%-14.7pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,252 | $3,247-61.4% | $4,395-71.5% | $4,028-68.9% |
| Admin fee / account holder | $1,882 | $4,398-57.2% | $5,325-64.7% | $5,403-65.2% |