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 | $28,418 | $84,551-66.4% | $61,452-53.8% | $134,532-78.9% |
| Participation rate | 31.3% | 62.2%-30.9pp | 52.6%-21.3pp | 81.2%-50.0pp |
| Annual return | -25.14% | 585.39%-610.5pp | 338.96%-364.1pp | 418.27%-443.4pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,040 | $2,818+7.9% | $2,125+43.1% | $6,401-52.5% |
| Admin fee / account holder | $405 | $2,587-84.3% | $2,131-81.0% | $11,429-96.5% |