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 | $43,025 | $111,785-61.5% | $93,669-54.1% | $145,877-70.5% |
| Participation rate | 16.7% | 74.2%-57.6pp | 68.7%-52.1pp | 80.3%-63.6pp |
| Annual return | -50.18% | 203.79%-254.0pp | 133.59%-183.8pp | 551.28%-601.5pp |
| Employer contribution / active EE | $524 | $3,096-83.1% | $2,424-78.4% | $4,663-88.8% |
| Participant deferral / active EE | $1,600 | $4,919-67.5% | $4,416-63.8% | $6,691-76.1% |
| Admin fee / account holder | $45,489 | $10,256+343.6% | $8,291+448.6% | $13,402+239.4% |