Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $25,367 | $77,638-67.3% | $156,552-83.8% | $62,881-59.7% |
| Participation rate | 49.2% | 71.2%-22.0pp | 84.0%-34.8pp | 69.3%-20.1pp |
| Annual return | -1.56% | 50.33%-51.9pp | 32.23%-33.8pp | 20.14%-21.7pp |
| Employer contribution / active EE | $359 | $3,444-89.6% | $5,501-93.5% | $2,281-84.3% |
| Participant deferral / active EE | $1,364 | $3,046-55.2% | $4,871-72.0% | $3,203-57.4% |
| Admin fee / account holder | $2,189 | $5,561-60.6% | $13,028-83.2% | $4,296-49.1% |