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 | $28,408 | $67,396-57.8% | $60,919-53.4% | $134,545-78.9% |
| Participation rate | 47.4% | 76.2%-28.8pp | 73.1%-25.7pp | 81.2%-33.9pp |
| Annual return | -21.22% | 50.12%-71.3pp | 16.96%-38.2pp | 418.37%-439.6pp |
| Employer contribution / active EE | $209 | $3,101-93.3% | $2,704-92.3% | $4,742-95.6% |
| Participant deferral / active EE | $5,173 | $4,534+14.1% | $3,814+35.6% | $6,401-19.2% |
| Admin fee / account holder | $927 | $4,590-79.8% | $3,228-71.3% | $11,431-91.9% |