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 | $20,249 | $50,464-59.9% | $75,784-73.3% | $52,331-61.3% |
| Participation rate | 47.2% | 66.8%-19.6pp | 75.8%-28.6pp | 68.1%-20.9pp |
| Annual return | -4.63% | 1.03%-5.7pp | 9.68%-14.3pp | 4.54%-9.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,298 | $2,570-49.5% | $3,652-64.4% | $3,022-57.0% |
| Admin fee / account holder | $1,028 | $1,103-6.8% | $5,300-80.6% | $592+73.8% |