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 | $30,570 | $129,737-76.4% | $119,126-74.3% | $154,746-80.2% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | -5.89% | 379.08%-385.0pp | 282.11%-288.0pp | 172.34%-178.2pp |
| Employer contribution / active EE | $767 | $4,375-82.5% | $4,034-81.0% | $4,379-82.5% |
| Participant deferral / active EE | $2,489 | $5,842-57.4% | $5,318-53.2% | $6,730-63.0% |
| Admin fee / account holder | $5,214 | $11,961-56.4% | $10,693-51.2% | $14,365-63.7% |