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 | $57,128 | $82,674-30.9% | $125,381-54.4% | $68,486-16.6% |
| Participation rate | 68.9% | 75.1%-6.1pp | 82.4%-13.5pp | 67.9%+1.0pp |
| Annual return | -21.20% | -5.97%-15.2pp | 572.31%-593.5pp | -7.85%-13.3pp |
| Employer contribution / active EE | $399 | $3,382-88.2% | $4,815-91.7% | $2,597-84.7% |
| Participant deferral / active EE | $3,210 | $6,111-47.5% | $7,448-56.9% | $4,028-20.3% |
| Admin fee / account holder | $377 | $6,277-94.0% | $10,007-96.2% | $5,404-93.0% |