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 | $44,381 | $180,462-75.4% | $154,111-71.2% | $135,379-67.2% |
| Participation rate | 46.2% | 87.4%-41.3pp | 83.0%-36.9pp | 82.6%-36.5pp |
| Annual return | -11.82% | 888.17%-900.0pp | 735.18%-747.0pp | 519.79%-531.6pp |
| Employer contribution / active EE | $732 | $6,036-87.9% | $5,298-86.2% | $4,779-84.7% |
| Participant deferral / active EE | $2,445 | $5,806-57.9% | $5,081-51.9% | $5,609-56.4% |
| Admin fee / account holder | $563 | $16,145-96.5% | $13,411-95.8% | $10,828-94.8% |