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 | $36,198 | $56,200-35.6% | $67,653-46.5% | $59,633-39.3% |
| Participation rate | 36.4% | 71.5%-35.1pp | 75.7%-39.3pp | 68.7%-32.3pp |
| Annual return | -4.07% | 18506.71%-18510.8pp | 6625.22%-6629.3pp | 2041.40%-2045.5pp |
| Employer contribution / active EE | $215 | $1,615-86.7% | $2,266-90.5% | $2,203-90.2% |
| Participant deferral / active EE | $1,229 | $2,843-56.8% | $3,560-65.5% | $3,192-61.5% |
| Admin fee / account holder | $2,390 | $3,959-39.6% | $4,821-50.4% | $4,297-44.4% |