Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $18,103 | $133,981-86.5% | $112,249-83.9% | $134,532-86.5% |
| Participation rate | 26.1% | 78.6%-52.5pp | 75.1%-49.0pp | 81.2%-55.1pp |
| Annual return | -22.53% | 47.16%-69.7pp | 27.48%-50.0pp | 418.27%-440.8pp |
| Employer contribution / active EE | $711 | $4,040-82.4% | $3,636-80.4% | $4,741-85.0% |
| Participant deferral / active EE | $2,365 | $5,292-55.3% | $4,729-50.0% | $6,401-63.0% |
| Admin fee / account holder | $1,313 | $7,492-82.5% | $6,412-79.5% | $11,429-88.5% |