Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $22,942 | $167,362-86.3% | $143,799-84.0% | $134,532-82.9% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -24.22% | 0.47%-24.7pp | -0.04%-24.2pp | 418.27%-442.5pp |
| Employer contribution / active EE | $706 | $5,620-87.4% | $4,952-85.7% | $4,741-85.1% |
| Participant deferral / active EE | $5,679 | $6,447-11.9% | $5,638+0.7% | $6,401-11.3% |
| Admin fee / account holder | $1,661 | $18,094-90.8% | $14,677-88.7% | $11,429-85.5% |