Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $30,468 | $90,614-66.4% | $76,089-60.0% | $145,877-79.1% |
| Participation rate | 12.5% | 74.5%-62.0pp | 69.1%-56.6pp | 80.3%-67.8pp |
| Annual return | -4.11% | 623.80%-627.9pp | 360.94%-365.0pp | 551.28%-555.4pp |
| Employer contribution / active EE | $405 | $3,324-87.8% | $2,690-84.9% | $4,663-91.3% |
| Participant deferral / active EE | $1,369 | $5,168-73.5% | $4,259-67.9% | $6,691-79.5% |
| Admin fee / account holder | $2,171 | $8,376-74.1% | $6,418-66.2% | $13,402-83.8% |