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 | $25,827 | $53,596-51.8% | $90,657-71.5% | $64,173-59.8% |
| Participation rate | 46.5% | 64.5%-18.0pp | 74.0%-27.5pp | 69.6%-23.1pp |
| Annual return | -9.65% | 4.41%-14.1pp | 1.89%-11.5pp | 7.63%-17.3pp |
| Employer contribution / active EE | $139 | $1,503-90.7% | $2,532-94.5% | $2,381-94.1% |
| Participant deferral / active EE | $1,737 | $2,459-29.4% | $3,424-49.3% | $3,470-49.9% |
| Admin fee / account holder | $685 | $3,868-82.3% | $4,994-86.3% | $4,887-86.0% |