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 | $14,014 | $70,366-80.1% | $66,674-79.0% | $138,895-89.9% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.7%-40.3pp | 79.9%-46.6pp |
| Annual return | -4.60% | 386.41%-391.0pp | 321.24%-325.8pp | 145.39%-150.0pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,016 | $4,374-53.9% | $4,084-50.6% | $6,396-68.5% |
| Admin fee / account holder | $5,101 | $5,262-3.1% | $5,098+0.1% | $12,562-59.4% |