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 | $32,941 | $93,117-64.6% | $77,096-57.3% | $134,532-75.5% |
| Participation rate | 33.3% | 74.5%-41.2pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -28.54% | 62.67%-91.2pp | 42.35%-70.9pp | 418.27%-446.8pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,899 | $5,241+31.6% | $4,429+55.8% | $6,401+7.8% |
| Admin fee / account holder | $9,414 | $6,948+35.5% | $5,428+73.4% | $11,429-17.6% |