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 | $27,565 | $154,193-82.1% | $130,045-78.8% | $139,466-80.2% |
| Participation rate | 65.0% | 82.0%-17.0pp | 78.5%-13.5pp | 80.3%-15.3pp |
| Annual return | 5.76% | 32.51%-26.7pp | -137.30%+143.1pp | 373.66%-367.9pp |
| Employer contribution / active EE | $1,025 | $5,292-80.6% | $4,321-76.3% | $4,754-78.4% |
| Participant deferral / active EE | $3,098 | $6,709-53.8% | $5,820-46.8% | $6,712-53.8% |
| Admin fee / account holder | $46,689 | $13,989+233.7% | $10,600+340.4% | $11,409+309.2% |