Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $8,111 | $29,733-72.7% | $56,025-85.5% | $80,959-90.0% |
| Participation rate | 13.2% | 41.7%-28.5pp | 52.5%-39.3pp | 67.7%-54.5pp |
| Annual return | 5.23% | 35.28%-30.1pp | 1712.69%-1707.5pp | 35.67%-30.4pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $282 | $1,229-77.0% | $1,955-85.6% | $4,300-93.4% |
| Admin fee / account holder | $563 | $2,434-76.9% | $2,828-80.1% | $6,925-91.9% |