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 | $21,832 | $42,909-49.1% | $60,906-64.2% | $68,486-68.1% |
| Participation rate | 37.8% | 66.8%-29.0pp | 73.1%-35.3pp | 67.9%-30.1pp |
| Annual return | -19.44% | -13.99%-5.5pp | 16.94%-36.4pp | -7.85%-11.6pp |
| Employer contribution / active EE | $188 | $1,979-90.5% | $2,703-93.1% | $2,597-92.8% |
| Participant deferral / active EE | $2,688 | $2,866-6.2% | $3,814-29.5% | $4,028-33.3% |
| Admin fee / account holder | $1,567 | $3,104-49.5% | $3,227-51.4% | $5,404-71.0% |