Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $45,980 | $167,504-72.5% | $151,628-69.7% | $134,509-65.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -23.08% | 7.81%-30.9pp | 3.34%-26.4pp | 418.13%-441.2pp |
| Employer contribution / active EE | $936 | $6,828-86.3% | $6,165-84.8% | $4,741-80.3% |
| Participant deferral / active EE | $4,124 | $8,985-54.1% | $8,363-50.7% | $6,400-35.6% |
| Admin fee / account holder | $3,119 | $13,779-77.4% | $11,613-73.1% | $11,427-72.7% |