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 | $64,077 | $64,719-1.0% | $112,249-42.9% | $68,486-6.4% |
| Participation rate | 27.3% | 67.2%-39.9pp | 75.1%-47.8pp | 67.9%-40.6pp |
| Annual return | -20.53% | -11.40%-9.1pp | 27.48%-48.0pp | -7.85%-12.7pp |
| Employer contribution / active EE | $112 | $2,747-95.9% | $3,636-96.9% | $2,597-95.7% |
| Participant deferral / active EE | $1,611 | $3,565-54.8% | $4,729-65.9% | $4,028-60.0% |
| Admin fee / account holder | $38,888 | $5,232+643.2% | $6,412+506.4% | $5,404+619.6% |