Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $32,328 | $162,136-80.1% | $152,301-78.8% | $154,746-79.1% |
| Participation rate | 13.6% | 84.1%-70.5pp | 82.4%-68.8pp | 80.7%-67.1pp |
| Annual return | -8.35% | 91.02%-99.4pp | 80.50%-88.9pp | 172.34%-180.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,801 | $8,341-66.4% | $8,004-65.0% | $6,730-58.4% |
| Admin fee / account holder | $7,686 | $15,759-51.2% | $14,398-46.6% | $14,365-46.5% |