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 | $42,894 | $123,155-65.2% | $108,753-60.6% | $155,188-72.4% |
| Participation rate | 17.6% | 75.6%-58.0pp | 71.1%-53.4pp | 80.8%-63.2pp |
| Annual return | -23.16% | 44.73%-67.9pp | 37.47%-60.6pp | 148.84%-172.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,864 | $4,623-38.0% | $4,115-30.4% | $6,531-56.1% |
| Admin fee / account holder | $11,837 | $12,126-2.4% | $10,320+14.7% | $14,480-18.3% |