Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $30,710 | $59,819-48.7% | $79,583-61.4% | $68,490-55.2% |
| Participation rate | 22.6% | 61.1%-38.4pp | 69.5%-46.9pp | 67.9%-45.3pp |
| Annual return | -30.25% | -12.30%-18.0pp | 0.16%-30.4pp | -7.85%-22.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,491 | $3,025-50.7% | $3,986-62.6% | $4,028-63.0% |
| Admin fee / account holder | $2,872 | $4,835-40.6% | $6,835-58.0% | $5,403-46.8% |