Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $50,186 | $54,355-7.7% | $82,744-39.3% | $68,486-26.7% |
| Participation rate | 20.0% | 63.9%-43.9pp | 72.6%-52.6pp | 67.9%-47.9pp |
| Annual return | -24.26% | -13.67%-10.6pp | 702.22%-726.5pp | -7.85%-16.4pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,005 | $3,246-69.0% | $4,395-77.1% | $4,028-75.0% |
| Admin fee / account holder | $709 | $4,397-83.9% | $5,325-86.7% | $5,404-86.9% |