Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,927 | $29,736-76.7% | $56,033-87.6% | $80,935-91.4% |
| Participation rate | 17.4% | 41.7%-24.3pp | 52.5%-35.1pp | 67.7%-50.3pp |
| Annual return | -14.17% | 35.28%-49.4pp | 1711.38%-1725.5pp | 35.66%-49.8pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $406 | $1,228-67.0% | $1,954-79.2% | $4,299-90.6% |
| Admin fee / account holder | $3,154 | $2,434+29.6% | $2,827+11.6% | $6,924-54.5% |