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 | $30,550 | $135,956-77.5% | $123,894-75.3% | $273,972-88.8% |
| Participation rate | 18.2% | 84.1%-65.9pp | 81.4%-63.2pp | 83.0%-64.8pp |
| Annual return | -30.84% | 56.63%-87.5pp | 47.52%-78.4pp | 41.46%-72.3pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,182 | $6,343-65.6% | $5,984-63.5% | $5,287-58.7% |
| Admin fee / account holder | $9,689 | $9,817-1.3% | $8,357+15.9% | $10,133-4.4% |