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 | $30,843 | $43,730-29.5% | $121,208-74.6% | $64,181-51.9% |
| Participation rate | 27.8% | 58.3%-30.6pp | 71.8%-44.0pp | 69.6%-41.8pp |
| Annual return | -11.28% | 68.94%-80.2pp | 16.93%-28.2pp | 7.63%-18.9pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,043 | $2,281-54.3% | $3,345-68.8% | $3,470-70.0% |
| Admin fee / account holder | $2,312 | $3,502-34.0% | $5,020-54.0% | $4,887-52.7% |