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 | $44,997 | $49,177-8.5% | $79,467-43.4% | $64,173-29.9% |
| Participation rate | 40.0% | 65.0%-25.0pp | 73.3%-33.3pp | 69.6%-29.6pp |
| Annual return | -9.49% | -1.16%-8.3pp | 718.30%-727.8pp | 7.63%-17.1pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,429 | $2,821-13.9% | $3,704-34.4% | $3,470-30.0% |
| Admin fee / account holder | $2,239 | $3,839-41.7% | $5,104-56.1% | $4,887-54.2% |