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 | $93,642 | $73,009+28.3% | $90,760+3.2% | $68,486+36.7% |
| Participation rate | 52.1% | 70.8%-18.7pp | 75.7%-23.6pp | 67.9%-15.8pp |
| Annual return | -21.05% | -13.81%-7.2pp | -12.16%-8.9pp | -7.85%-13.2pp |
| Employer contribution / active EE | $223 | $2,193-89.8% | $2,922-92.4% | $2,597-91.4% |
| Participant deferral / active EE | $1,902 | $3,626-47.6% | $4,565-58.3% | $4,028-52.8% |
| Admin fee / account holder | $3,360 | $5,896-43.0% | $8,444-60.2% | $5,404-37.8% |