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 | $64,351 | $71,872-10.5% | $86,691-25.8% | $68,495-6.1% |
| Participation rate | 57.0% | 72.2%-15.3pp | 76.6%-19.6pp | 67.9%-10.9pp |
| Annual return | -21.55% | 3.53%-25.1pp | 35.94%-57.5pp | -7.84%-13.7pp |
| Employer contribution / active EE | $307 | $2,173-85.9% | $2,837-89.2% | $2,596-88.2% |
| Participant deferral / active EE | $2,374 | $3,779-37.2% | $4,656-49.0% | $4,028-41.0% |
| Admin fee / account holder | $2,172 | $6,112-64.5% | $7,492-71.0% | $5,403-59.8% |