Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $22,607 | $54,370-58.4% | $82,763-72.7% | $68,490-67.0% |
| Participation rate | 52.0% | 63.9%-11.9pp | 72.6%-20.6pp | 67.9%-15.9pp |
| Annual return | -22.69% | -13.67%-9.0pp | 702.45%-725.1pp | -7.85%-14.8pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,622 | $3,247-50.0% | $4,395-63.1% | $4,028-59.7% |
| Admin fee / account holder | $1,888 | $4,398-57.1% | $5,325-64.5% | $5,403-65.1% |