Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $66,225 | $110,093-39.8% | $97,295-31.9% | $145,897-54.6% |
| Participation rate | 56.3% | 75.9%-19.7pp | 72.7%-16.4pp | 80.3%-24.1pp |
| Annual return | 0.50% | 244.76%-244.3pp | 75.62%-75.1pp | 552.29%-551.8pp |
| Employer contribution / active EE | $103 | $3,077-96.7% | $2,723-96.2% | $4,663-97.8% |
| Participant deferral / active EE | $2,155 | $4,678-53.9% | $4,264-49.5% | $6,689-67.8% |
| Admin fee / account holder | $1,379 | $6,212-77.8% | $5,646-75.6% | $13,390-89.7% |