Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $70,885 | $134,001-47.1% | $112,258-36.9% | $134,509-47.3% |
| Participation rate | 27.3% | 78.6%-51.3pp | 75.1%-47.8pp | 81.2%-54.0pp |
| Annual return | -24.41% | 47.15%-71.6pp | 27.47%-51.9pp | 418.13%-442.5pp |
| Employer contribution / active EE | $300 | $4,039-92.6% | $3,636-91.8% | $4,741-93.7% |
| Participant deferral / active EE | $4,283 | $5,291-19.1% | $4,728-9.4% | $6,400-33.1% |
| Admin fee / account holder | $1,527 | $7,491-79.6% | $6,411-76.2% | $11,427-86.6% |