Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $12,338 | $99,995-87.7% | $85,063-85.5% | $145,978-91.5% |
| Participation rate | 37.5% | 74.1%-36.6pp | 67.5%-30.0pp | 80.3%-42.8pp |
| Annual return | 6.37% | 83.99%-77.6pp | 66.54%-60.2pp | 550.52%-544.1pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,281 | $5,295-75.8% | $4,523-71.7% | $6,690-80.9% |
| Admin fee / account holder | $14,456 | $7,255+99.3% | $6,155+134.9% | $13,400+7.9% |