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 | $17,478 | $138,102-87.3% | $125,381-86.1% | $134,532-87.0% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -21.25% | 750.73%-772.0pp | 572.31%-593.6pp | 418.27%-439.5pp |
| Employer contribution / active EE | $723 | $5,245-86.2% | $4,815-85.0% | $4,741-84.8% |
| Participant deferral / active EE | $3,250 | $7,801-58.3% | $7,448-56.4% | $6,401-49.2% |
| Admin fee / account holder | $565 | $11,568-95.1% | $10,007-94.4% | $11,429-95.1% |