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 | $17,301 | $106,588-83.8% | $94,215-81.6% | $155,188-88.9% |
| Participation rate | 42.9% | 74.3%-31.4pp | 70.0%-27.1pp | 80.8%-37.9pp |
| Annual return | -2.55% | 29.39%-31.9pp | 28.22%-30.8pp | 148.84%-151.4pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,567 | $4,802-67.4% | $4,276-63.4% | $6,531-76.0% |
| Admin fee / account holder | $2,045 | $12,281-83.3% | $10,216-80.0% | $14,480-85.9% |