Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $45,138 | $56,200-19.7% | $67,653-33.3% | $59,633-24.3% |
| Participation rate | 36.6% | 71.5%-34.9pp | 75.7%-39.1pp | 68.7%-32.1pp |
| Annual return | -3.80% | 18506.71%-18510.5pp | 6625.22%-6629.0pp | 2041.40%-2045.2pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,192 | $2,843-22.9% | $3,560-38.4% | $3,192-31.3% |
| Admin fee / account holder | $3,145 | $3,959-20.5% | $4,821-34.8% | $4,297-26.8% |