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 | $23,495 | $167,362-86.0% | $143,799-83.7% | $134,532-82.5% |
| Participation rate | 29.2% | 84.8%-55.7pp | 80.3%-51.1pp | 81.2%-52.1pp |
| Annual return | -37.14% | 0.47%-37.6pp | -0.04%-37.1pp | 418.27%-455.4pp |
| Employer contribution / active EE | $422 | $5,620-92.5% | $4,952-91.5% | $4,741-91.1% |
| Participant deferral / active EE | $3,738 | $6,447-42.0% | $5,638-33.7% | $6,401-41.6% |
| Admin fee / account holder | $1,761 | $18,094-90.3% | $14,677-88.0% | $11,429-84.6% |