Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $71,264 | $167,362-57.4% | $143,799-50.4% | $134,532-47.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -24.43% | 0.47%-24.9pp | -0.04%-24.4pp | 418.27%-442.7pp |
| Employer contribution / active EE | $583 | $5,620-89.6% | $4,952-88.2% | $4,741-87.7% |
| Participant deferral / active EE | $5,358 | $6,447-16.9% | $5,638-5.0% | $6,401-16.3% |
| Admin fee / account holder | $1,130 | $18,094-93.8% | $14,677-92.3% | $11,429-90.1% |