Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $33,126 | $75,541-56.1% | $152,093-78.2% | $82,637-59.9% |
| Participation rate | 6.7% | 66.5%-59.9pp | 77.8%-71.1pp | 68.1%-61.4pp |
| Annual return | 0.89% | 32.56%-31.7pp | 66.36%-65.5pp | 53.51%-52.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,023 | $3,206-68.1% | $5,451-81.2% | $4,126-75.2% |
| Admin fee / account holder | $94,097 | $6,405+1369.2% | $14,497+549.1% | $7,339+1182.2% |