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 | $17,655 | $75,832-76.7% | $147,617-88.0% | $59,633-70.4% |
| Participation rate | 47.6% | 71.6%-23.9pp | 84.6%-37.0pp | 68.7%-21.1pp |
| Annual return | -3.54% | 0.37%-3.9pp | 61.98%-65.5pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $305 | $3,485-91.3% | $5,564-94.5% | $2,203-86.2% |
| Participant deferral / active EE | $1,812 | $3,131-42.1% | $4,895-63.0% | $3,192-43.2% |
| Admin fee / account holder | $629 | $5,986-89.5% | $11,612-94.6% | $4,297-85.4% |