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 | $41,000 | $49,199-16.7% | $121,204-66.2% | $75,173-45.5% |
| Participation rate | 42.2% | 55.4%-13.2pp | 69.5%-27.3pp | 67.2%-25.0pp |
| Annual return | 9.07% | 56.04%-47.0pp | 987.18%-978.1pp | 160.72%-151.6pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,411 | $2,630-46.3% | $4,083-65.4% | $4,126-65.8% |
| Admin fee / account holder | $16,463 | $3,946+317.2% | $5,651+191.3% | $5,651+191.4% |