Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $65,077 | $138,078-52.9% | $125,363-48.1% | $134,509-51.6% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -67.76% | 750.49%-818.2pp | 572.15%-639.9pp | 418.13%-485.9pp |
| Employer contribution / active EE | $814 | $5,245-84.5% | $4,815-83.1% | $4,741-82.8% |
| Participant deferral / active EE | $2,837 | $7,800-63.6% | $7,447-61.9% | $6,400-55.7% |
| Admin fee / account holder | $928 | $11,566-92.0% | $10,005-90.7% | $11,427-91.9% |