Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,919 | $134,001-91.1% | $112,258-89.4% | $134,509-91.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -21.05% | 47.15%-68.2pp | 27.47%-48.5pp | 418.13%-439.2pp |
| Employer contribution / active EE | $738 | $4,039-81.7% | $3,636-79.7% | $4,741-84.4% |
| Participant deferral / active EE | $3,660 | $5,291-30.8% | $4,728-22.6% | $6,400-42.8% |
| Admin fee / account holder | $781 | $7,491-89.6% | $6,411-87.8% | $11,427-93.2% |