Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $24,535 | $180,749-86.4% | $160,784-84.7% | $137,256-82.1% |
| Participation rate | 45.5% | 80.0%-34.5pp | 77.0%-31.5pp | 80.0%-34.5pp |
| Annual return | 8.38% | 2234.46%-2226.1pp | 1803.92%-1795.5pp | 220.34%-212.0pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,334 | $6,844-51.3% | $6,293-47.0% | $6,407-48.0% |
| Admin fee / account holder | $2,028 | $10,397-80.5% | $9,717-79.1% | $12,270-83.5% |