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 | $41,779 | $82,674-49.5% | $125,381-66.7% | $68,486-39.0% |
| Participation rate | 50.9% | 75.1%-24.1pp | 82.4%-31.4pp | 67.9%-17.0pp |
| Annual return | -24.28% | -5.97%-18.3pp | 572.31%-596.6pp | -7.85%-16.4pp |
| Employer contribution / active EE | $574 | $3,382-83.0% | $4,815-88.1% | $2,597-77.9% |
| Participant deferral / active EE | $4,098 | $6,111-32.9% | $7,448-45.0% | $4,028+1.7% |
| Admin fee / account holder | $2,825 | $6,277-55.0% | $10,007-71.8% | $5,404-47.7% |