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 | $20,200 | $45,566-55.7% | $64,105-68.5% | $59,633-66.1% |
| Participation rate | 45.7% | 60.2%-14.5pp | 68.2%-22.5pp | 68.7%-23.0pp |
| Annual return | -3.08% | 4.95%-8.0pp | 791.24%-794.3pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,993 | $2,057-3.1% | $2,822-29.4% | $3,192-37.6% |
| Admin fee / account holder | $3,781 | $3,268+15.7% | $4,499-16.0% | $4,297-12.0% |