Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $58,254 | $70,366-17.2% | $66,674-12.6% | $138,895-58.1% |
| Participation rate | 6.7% | 76.2%-69.5pp | 73.7%-67.0pp | 79.9%-73.3pp |
| Annual return | -34.84% | 386.41%-421.3pp | 321.24%-356.1pp | 145.39%-180.2pp |
| Employer contribution / active EE | $215 | $2,765-92.2% | $2,620-91.8% | $4,194-94.9% |
| Participant deferral / active EE | $1,567 | $4,374-64.2% | $4,084-61.6% | $6,396-75.5% |
| Admin fee / account holder | $26,235 | $5,262+398.5% | $5,098+414.6% | $12,562+108.8% |