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 | $42,709 | $133,998-68.1% | $112,263-62.0% | $134,545-68.3% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -20.98% | 47.17%-68.2pp | 27.49%-48.5pp | 418.37%-439.3pp |
| Employer contribution / active EE | $88 | $4,040-97.8% | $3,636-97.6% | $4,742-98.2% |
| Participant deferral / active EE | $1,792 | $5,292-66.1% | $4,729-62.1% | $6,401-72.0% |
| Admin fee / account holder | $369 | $7,493-95.1% | $6,410-94.2% | $11,431-96.8% |