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 | $57,086 | $138,078-58.7% | $125,363-54.5% | $134,509-57.6% |
| Participation rate | 37.5% | 84.5%-47.0pp | 82.4%-44.9pp | 81.2%-43.7pp |
| Annual return | -21.04% | 750.49%-771.5pp | 572.15%-593.2pp | 418.13%-439.2pp |
| Employer contribution / active EE | $722 | $5,245-86.2% | $4,815-85.0% | $4,741-84.8% |
| Participant deferral / active EE | $3,028 | $7,800-61.2% | $7,447-59.3% | $6,400-52.7% |
| Admin fee / account holder | $858 | $11,566-92.6% | $10,005-91.4% | $11,427-92.5% |