Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $24,579 | $107,363-77.1% | $92,909-73.5% | $152,897-83.9% |
| Participation rate | 20.0% | 79.8%-59.8pp | 76.0%-56.0pp | 82.5%-62.5pp |
| Annual return | -2.99% | 145.63%-148.6pp | 109.44%-112.4pp | 345.43%-348.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,800 | $4,848-21.6% | $4,238-10.3% | $5,851-35.1% |
| Admin fee / account holder | $2,664 | $7,082-62.4% | $5,795-54.0% | $11,599-77.0% |