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 | $24,582 | $53,412-54.0% | $68,509-64.1% | $52,331-53.0% |
| Participation rate | 61.2% | 71.7%-10.5pp | 74.7%-13.6pp | 68.1%-6.9pp |
| Annual return | -1.85% | 3.42%-5.3pp | 8.27%-10.1pp | 4.54%-6.4pp |
| Employer contribution / active EE | $264 | $1,607-83.5% | $2,278-88.4% | $1,882-85.9% |
| Participant deferral / active EE | $1,533 | $2,688-43.0% | $3,382-54.7% | $3,022-49.3% |
| Admin fee / account holder | $3,017 | $461+554.6% | $5,275-42.8% | $592+410.0% |