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 | $13,210 | $73,863-82.1% | $143,797-90.8% | $68,490-80.7% |
| Participation rate | 13.3% | 66.7%-53.3pp | 80.3%-67.0pp | 67.9%-54.6pp |
| Annual return | -21.93% | 0.91%-22.8pp | -0.04%-21.9pp | -7.85%-14.1pp |
| Employer contribution / active EE | $382 | $3,185-88.0% | $4,952-92.3% | $2,597-85.3% |
| Participant deferral / active EE | $947 | $3,385-72.0% | $5,638-83.2% | $4,028-76.5% |
| Admin fee / account holder | $1,513 | $5,756-73.7% | $14,679-89.7% | $5,403-72.0% |