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 | $17,426 | $93,124-81.3% | $77,100-77.4% | $134,545-87.0% |
| Participation rate | 55.6% | 74.5%-18.9pp | 67.9%-12.4pp | 81.2%-25.7pp |
| Annual return | -30.10% | 62.68%-92.8pp | 42.35%-72.5pp | 418.37%-448.5pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,876 | $5,242+12.1% | $4,430+32.6% | $6,401-8.2% |
| Admin fee / account holder | $636 | $6,970-90.9% | $5,443-88.3% | $11,431-94.4% |