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 | $19,410 | $75,962-74.4% | $154,108-87.4% | $64,173-69.8% |
| Participation rate | 61.9% | 70.4%-8.5pp | 83.0%-21.1pp | 69.6%-7.7pp |
| Annual return | -9.07% | 30.32%-39.4pp | 735.21%-744.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $271 | $3,350-91.9% | $5,298-94.9% | $2,381-88.6% |
| Participant deferral / active EE | $1,813 | $3,175-42.9% | $5,081-64.3% | $3,470-47.8% |
| Admin fee / account holder | $4,450 | $5,589-20.4% | $13,411-66.8% | $4,887-8.9% |