Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $28,647 | $141,004-79.7% | $112,273-74.5% | $139,466-79.5% |
| Participation rate | 8.3% | 79.2%-70.9pp | 72.4%-64.1pp | 80.3%-72.0pp |
| Annual return | -24.52% | 32.75%-57.3pp | 30.23%-54.8pp | 373.66%-398.2pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,608 | $5,878-55.6% | $4,800-45.7% | $6,712-61.1% |
| Admin fee / account holder | $8,004 | $9,959-19.6% | $7,752+3.2% | $11,409-29.8% |