Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,754 | $97,761-75.7% | $83,850-71.7% | $135,382-82.5% |
| Participation rate | 29.4% | 80.0%-50.5pp | 76.1%-46.7pp | 82.6%-53.2pp |
| Annual return | -10.57% | 1287.44%-1298.0pp | 850.92%-861.5pp | 519.77%-530.3pp |
| Employer contribution / active EE | $576 | $4,222-86.4% | $3,631-84.1% | $4,779-88.0% |
| Participant deferral / active EE | $3,607 | $4,682-23.0% | $4,082-11.6% | $5,609-35.7% |
| Admin fee / account holder | $303 | $6,674-95.5% | $5,478-94.5% | $10,829-97.2% |