Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $128,966 | $100,805+27.9% | $86,698+48.8% | $134,532-4.1% |
| Participation rate | 14.3% | 79.0%-64.7pp | 76.6%-62.3pp | 81.2%-66.9pp |
| Annual return | -20.93% | 29.09%-50.0pp | 35.95%-56.9pp | 418.27%-439.2pp |
| Employer contribution / active EE | $285 | $3,490-91.8% | $2,837-90.0% | $4,741-94.0% |
| Participant deferral / active EE | $3,440 | $5,339-35.6% | $4,656-26.1% | $6,401-46.3% |
| Admin fee / account holder | $1,200 | $10,925-89.0% | $7,493-84.0% | $11,429-89.5% |