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 | $46,711 | $54,357-14.1% | $82,706-43.5% | $68,495-31.8% |
| Participation rate | 22.2% | 63.9%-41.7pp | 72.6%-50.3pp | 67.9%-45.7pp |
| Annual return | -20.39% | -13.67%-6.7pp | 701.76%-722.2pp | -7.84%-12.6pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,180 | $3,246-32.8% | $4,394-50.4% | $4,028-45.9% |
| Admin fee / account holder | $524 | $4,396-88.1% | $5,329-90.2% | $5,403-90.3% |