Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $27,199 | $82,674-67.1% | $125,381-78.3% | $68,486-60.3% |
| Participation rate | 22.9% | 75.1%-52.2pp | 82.4%-59.5pp | 67.9%-45.0pp |
| Annual return | -22.17% | -5.97%-16.2pp | 572.31%-594.5pp | -7.85%-14.3pp |
| Employer contribution / active EE | $460 | $3,382-86.4% | $4,815-90.5% | $2,597-82.3% |
| Participant deferral / active EE | $3,223 | $6,111-47.3% | $7,448-56.7% | $4,028-20.0% |
| Admin fee / account holder | $13,593 | $6,277+116.5% | $10,007+35.8% | $5,404+151.5% |