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 | $59,620 | $97,732-39.0% | $83,831-28.9% | $135,380-56.0% |
| Participation rate | 40.0% | 80.0%-40.0pp | 76.1%-36.1pp | 82.6%-42.6pp |
| Annual return | -11.34% | 1287.56%-1298.9pp | 850.99%-862.3pp | 519.81%-531.1pp |
| Employer contribution / active EE | $200 | $4,222-95.3% | $3,631-94.5% | $4,779-95.8% |
| Participant deferral / active EE | $4,500 | $4,683-3.9% | $4,082+10.2% | $5,609-19.8% |
| Admin fee / account holder | $623 | $6,675-90.7% | $5,479-88.6% | $10,828-94.3% |