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 | $29,865 | $147,167-79.7% | $111,392-73.2% | $135,380-77.9% |
| Participation rate | 56.5% | 84.0%-27.5pp | 78.9%-22.3pp | 82.6%-26.1pp |
| Annual return | -9.02% | -4.44%-4.6pp | -2.06%-7.0pp | 519.81%-528.8pp |
| Employer contribution / active EE | $600 | $5,204-88.5% | $4,328-86.1% | $4,779-87.4% |
| Participant deferral / active EE | $4,039 | $6,565-38.5% | $5,567-27.5% | $5,609-28.0% |
| Admin fee / account holder | $2,370 | $20,270-88.3% | $12,266-80.7% | $10,828-78.1% |