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 | $31,144 | $97,732-68.1% | $83,831-62.8% | $135,380-77.0% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -12.13% | 1287.56%-1299.7pp | 850.99%-863.1pp | 519.81%-531.9pp |
| Employer contribution / active EE | $346 | $4,222-91.8% | $3,631-90.5% | $4,779-92.8% |
| Participant deferral / active EE | $3,198 | $4,683-31.7% | $4,082-21.7% | $5,609-43.0% |
| Admin fee / account holder | $1,030 | $6,675-84.6% | $5,479-81.2% | $10,828-90.5% |