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 | $36,085 | $92,219-60.9% | $76,768-53.0% | $135,379-73.3% |
| Participation rate | 22.2% | 79.8%-57.5pp | 77.0%-54.7pp | 82.6%-60.4pp |
| Annual return | -16.91% | 5.46%-22.4pp | 2.43%-19.3pp | 519.79%-536.7pp |
| Employer contribution / active EE | $549 | $3,216-82.9% | $2,485-77.9% | $4,779-88.5% |
| Participant deferral / active EE | $4,000 | $4,508-11.3% | $3,852+3.9% | $5,609-28.7% |
| Admin fee / account holder | $518 | $10,749-95.2% | $6,675-92.2% | $10,828-95.2% |