Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $42,401 | $78,690-46.1% | $161,489-73.7% | $87,485-51.5% |
| Participation rate | 16.7% | 67.5%-50.8pp | 78.7%-62.0pp | 68.9%-52.3pp |
| Annual return | 2.13% | 32.74%-30.6pp | 89.72%-87.6pp | 26.06%-23.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,564 | $3,311-22.6% | $5,630-54.5% | $4,274-40.0% |
| Admin fee / account holder | $1,482 | $6,724-78.0% | $16,006-90.7% | $7,775-80.9% |