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 | $43,316 | $50,947-15.0% | $74,549-41.9% | $64,173-32.5% |
| Participation rate | 43.0% | 61.1%-18.0pp | 69.1%-26.1pp | 69.6%-26.5pp |
| Annual return | -8.46% | -1.85%-6.6pp | 32.53%-41.0pp | 7.63%-16.1pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,214 | $2,302-3.8% | $3,108-28.8% | $3,470-36.2% |
| Admin fee / account holder | $3,632 | $4,221-14.0% | $5,059-28.2% | $4,887-25.7% |