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 | $39,876 | $223,823-82.2% | $211,142-81.1% | $154,746-74.2% |
| Participation rate | 37.5% | 87.9%-50.4pp | 87.3%-49.8pp | 80.7%-43.2pp |
| Annual return | -10.07% | 50.39%-60.5pp | 46.84%-56.9pp | 172.34%-182.4pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,557 | $9,750-53.3% | $9,284-50.9% | $6,730-32.3% |
| Admin fee / account holder | $8,826 | $19,707-55.2% | $19,076-53.7% | $14,365-38.6% |