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 | $43,538 | $102,385-57.5% | $147,080-70.4% | $80,935-46.2% |
| Participation rate | 64.9% | 75.9%-11.0pp | 82.2%-17.3pp | 67.7%-2.8pp |
| Annual return | -7.91% | 135.09%-143.0pp | 420.17%-428.1pp | 35.66%-43.6pp |
| Employer contribution / active EE | $430 | $3,717-88.4% | $4,933-91.3% | $2,757-84.4% |
| Participant deferral / active EE | $4,193 | $6,651-37.0% | $8,066-48.0% | $4,299-2.5% |
| Admin fee / account holder | $4,565 | $7,951-42.6% | $12,989-64.9% | $6,924-34.1% |