Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,219 | $69,012-77.9% | $160,009-90.5% | $68,486-77.8% |
| Participation rate | 53.2% | 65.4%-12.3pp | 78.0%-24.8pp | 67.9%-14.7pp |
| Annual return | -26.14% | -9.65%-16.5pp | 408.85%-435.0pp | -7.85%-18.3pp |
| Employer contribution / active EE | $297 | $2,212-86.6% | $4,225-93.0% | $2,597-88.6% |
| Participant deferral / active EE | $1,486 | $4,212-64.7% | $6,183-76.0% | $4,028-63.1% |
| Admin fee / account holder | $3,218 | $4,798-32.9% | $8,715-63.1% | $5,404-40.5% |