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 | $74,638 | $167,362-55.4% | $143,799-48.1% | $134,532-44.5% |
| Participation rate | 16.7% | 84.8%-68.2pp | 80.3%-63.6pp | 81.2%-64.6pp |
| Annual return | -20.18% | 0.47%-20.7pp | -0.04%-20.1pp | 418.27%-438.4pp |
| Employer contribution / active EE | $641 | $5,620-88.6% | $4,952-87.1% | $4,741-86.5% |
| Participant deferral / active EE | $3,045 | $6,447-52.8% | $5,638-46.0% | $6,401-52.4% |
| Admin fee / account holder | $1,188 | $18,094-93.4% | $14,677-91.9% | $11,429-89.6% |