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 | $56,168 | $138,114-59.3% | $125,391-55.2% | $134,545-58.3% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -37.54% | 750.88%-788.4pp | 572.41%-609.9pp | 418.37%-455.9pp |
| Employer contribution / active EE | $872 | $5,246-83.4% | $4,816-81.9% | $4,742-81.6% |
| Participant deferral / active EE | $10,900 | $7,801+39.7% | $7,448+46.3% | $6,401+70.3% |
| Admin fee / account holder | $343 | $11,570-97.0% | $10,009-96.6% | $11,431-97.0% |