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 | $26,521 | $167,362-84.2% | $143,799-81.6% | $134,532-80.3% |
| Participation rate | 69.6% | 84.8%-15.3pp | 80.3%-10.8pp | 81.2%-11.7pp |
| Annual return | -24.98% | 0.47%-25.5pp | -0.04%-24.9pp | 418.27%-443.2pp |
| Employer contribution / active EE | $753 | $5,620-86.6% | $4,952-84.8% | $4,741-84.1% |
| Participant deferral / active EE | $5,553 | $6,447-13.9% | $5,638-1.5% | $6,401-13.2% |
| Admin fee / account holder | $3,951 | $18,094-78.2% | $14,677-73.1% | $11,429-65.4% |