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 | $46,951 | $82,674-43.2% | $125,363-62.5% | $68,495-31.5% |
| Participation rate | 55.6% | 75.0%-19.5pp | 82.4%-26.8pp | 67.9%-12.3pp |
| Annual return | -20.81% | -5.97%-14.8pp | 572.15%-593.0pp | -7.84%-13.0pp |
| Employer contribution / active EE | $566 | $3,382-83.3% | $4,815-88.2% | $2,596-78.2% |
| Participant deferral / active EE | $4,367 | $6,111-28.5% | $7,447-41.4% | $4,028+8.4% |
| Admin fee / account holder | $8,759 | $6,276+39.6% | $10,005-12.5% | $5,403+62.1% |