Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $63,185 | $73,459-14.0% | $178,528-64.6% | $74,429-15.1% |
| Participation rate | 41.3% | 66.5%-25.3pp | 77.1%-35.9pp | 67.2%-26.0pp |
| Annual return | -15.18% | 17.50%-32.7pp | 27.11%-42.3pp | 1368.38%-1383.6pp |
| Employer contribution / active EE | $285 | $2,219-87.2% | $3,950-92.8% | $2,625-89.2% |
| Participant deferral / active EE | $2,825 | $4,515-37.4% | $6,278-55.0% | $4,348-35.0% |
| Admin fee / account holder | $7,769 | $1,812+328.8% | $10,419-25.4% | $1,944+299.6% |