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 | $31,722 | $39,162-19.0% | $100,671-68.5% | $59,633-46.8% |
| Participation rate | 34.5% | 55.9%-21.4pp | 70.7%-36.2pp | 68.7%-34.2pp |
| Annual return | -3.96% | 21.07%-25.0pp | 20.43%-24.4pp | 2041.40%-2045.4pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,183 | $1,992-40.6% | $3,144-62.4% | $3,192-62.9% |
| Admin fee / account holder | $1,321 | $2,969-55.5% | $4,850-72.8% | $4,297-69.3% |