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 | $22,227 | $54,355-59.1% | $82,744-73.1% | $68,486-67.5% |
| Participation rate | 51.1% | 63.9%-12.8pp | 72.6%-21.5pp | 67.9%-16.8pp |
| Annual return | -22.41% | -13.67%-8.7pp | 702.22%-724.6pp | -7.85%-14.6pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,466 | $3,246-54.8% | $4,395-66.6% | $4,028-63.6% |
| Admin fee / account holder | $1,042 | $4,397-76.3% | $5,325-80.4% | $5,404-80.7% |