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 | $47,942 | $39,245+22.2% | $64,105-25.2% | $52,331-8.4% |
| Participation rate | 29.9% | 58.2%-28.3pp | 68.2%-38.3pp | 68.1%-38.2pp |
| Annual return | -4.97% | 14.79%-19.8pp | 791.24%-796.2pp | 4.54%-9.5pp |
| Employer contribution / active EE | $89 | $736-87.9% | $1,820-95.1% | $1,882-95.3% |
| Participant deferral / active EE | $2,101 | $1,992+5.5% | $2,822-25.5% | $3,022-30.5% |
| Admin fee / account holder | $1,637 | $592+176.3% | $4,499-63.6% | $592+176.7% |