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 | $43,451 | $52,678-17.5% | $75,784-42.7% | $59,633-27.1% |
| Participation rate | 40.7% | 67.2%-26.5pp | 75.8%-35.1pp | 68.7%-27.9pp |
| Annual return | -3.28% | 2.95%-6.2pp | 9.68%-13.0pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,087 | $2,591+19.2% | $3,652-15.5% | $3,192-3.3% |
| Admin fee / account holder | $540 | $3,610-85.0% | $5,300-89.8% | $4,297-87.4% |