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 | $52,260 | $94,529-44.7% | $140,019-62.7% | $64,173-18.6% |
| Participation rate | 43.3% | 84.1%-40.8pp | 87.5%-44.2pp | 69.6%-26.2pp |
| Annual return | -9.39% | 7.77%-17.2pp | 651.17%-660.6pp | 7.63%-17.0pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,538 | $5,250+5.5% | $6,927-20.0% | $3,470+59.6% |
| Admin fee / account holder | $3,291 | $6,741-51.2% | $10,705-69.3% | $4,887-32.7% |