Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,534 | $42,909-73.1% | $60,906-81.1% | $68,486-83.2% |
| Participation rate | 61.3% | 66.8%-5.5pp | 73.1%-11.8pp | 67.9%-6.6pp |
| Annual return | -20.64% | -13.99%-6.6pp | 16.94%-37.6pp | -7.85%-12.8pp |
| Employer contribution / active EE | $270 | $1,979-86.3% | $2,703-90.0% | $2,597-89.6% |
| Participant deferral / active EE | $2,712 | $2,866-5.4% | $3,814-28.9% | $4,028-32.7% |
| Admin fee / account holder | $881 | $3,104-71.6% | $3,227-72.7% | $5,404-83.7% |