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 | $23,281 | $105,866-78.0% | $90,766-74.4% | $134,545-82.7% |
| Participation rate | 20.0% | 78.3%-58.3pp | 75.7%-55.7pp | 81.2%-61.2pp |
| Annual return | -20.67% | -10.99%-9.7pp | -12.16%-8.5pp | 418.37%-439.0pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,400 | $5,217-54.0% | $4,565-47.4% | $6,401-62.5% |
| Admin fee / account holder | $613 | $13,938-95.6% | $8,446-92.7% | $11,431-94.6% |