Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $28,045 | $59,804-53.1% | $81,982-65.8% | $79,856-64.9% |
| Participation rate | 39.4% | 61.6%-22.2pp | 69.3%-29.9pp | 69.6%-30.2pp |
| Annual return | 3.42% | 17.56%-14.1pp | 41.31%-37.9pp | 31.71%-28.3pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,063 | $2,695-23.4% | $3,722-44.6% | $3,741-44.8% |
| Admin fee / account holder | $56,406 | $4,288+1215.4% | $5,665+895.7% | $5,306+963.0% |