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 | $26,272 | $72,492-63.8% | $87,104-69.8% | $72,975-64.0% |
| Participation rate | 51.3% | 72.8%-21.5pp | 76.9%-25.6pp | 69.5%-18.2pp |
| Annual return | -0.57% | 24.46%-25.0pp | 28.19%-28.8pp | 81.01%-81.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,036 | $3,270-37.7% | $4,048-49.7% | $3,608-43.6% |
| Admin fee / account holder | $6,794 | $5,055+34.4% | $7,491-9.3% | $5,124+32.6% |