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 | $21,662 | $45,566-52.5% | $64,105-66.2% | $59,633-63.7% |
| Participation rate | 61.1% | 60.2%+0.9pp | 68.2%-7.1pp | 68.7%-7.6pp |
| Annual return | -2.92% | 4.95%-7.9pp | 791.24%-794.2pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,965 | $2,057-4.4% | $2,822-30.4% | $3,192-38.4% |
| Admin fee / account holder | $1,669 | $3,268-48.9% | $4,499-62.9% | $4,297-61.2% |