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 | $11,590 | $133,981-91.3% | $112,249-89.7% | $134,532-91.4% |
| Participation rate | 22.7% | 78.6%-55.8pp | 75.1%-52.3pp | 81.2%-58.5pp |
| Annual return | -55.96% | 47.16%-103.1pp | 27.48%-83.4pp | 418.27%-474.2pp |
| Employer contribution / active EE | $572 | $4,040-85.9% | $3,636-84.3% | $4,741-87.9% |
| Participant deferral / active EE | $1,646 | $5,292-68.9% | $4,729-65.2% | $6,401-74.3% |
| Admin fee / account holder | $1,733 | $7,492-76.9% | $6,412-73.0% | $11,429-84.8% |