Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,464 | $123,859-93.2% | $69,632-87.8% | $145,897-94.2% |
| Participation rate | 35.3% | 69.2%-33.9pp | 66.4%-31.1pp | 80.3%-45.0pp |
| Annual return | 2.93% | 192.49%-189.6pp | 101.32%-98.4pp | 552.29%-549.4pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,708-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $941 | $4,242-77.8% | $2,889-67.4% | $6,689-85.9% |
| Admin fee / account holder | $1,628 | $7,817-79.2% | $4,695-65.3% | $13,390-87.8% |