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 | $24,176 | $43,338-44.2% | $59,887-59.6% | $64,173-62.3% |
| Participation rate | 21.5% | 69.2%-47.6pp | 74.7%-53.2pp | 69.6%-48.0pp |
| Annual return | -8.10% | -1.55%-6.5pp | 3.46%-11.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $86 | $2,030-95.8% | $2,722-96.8% | $2,381-96.4% |
| Participant deferral / active EE | $838 | $2,547-67.1% | $3,402-75.4% | $3,470-75.9% |
| Admin fee / account holder | $3,412 | $3,007+13.4% | $3,591-5.0% | $4,887-30.2% |