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 | $32,695 | $38,595-15.3% | $80,004-59.1% | $52,331-37.5% |
| Participation rate | 37.3% | 64.5%-27.3pp | 73.0%-35.8pp | 68.1%-30.8pp |
| Annual return | -3.55% | 2.04%-5.6pp | 7.63%-11.2pp | 4.54%-8.1pp |
| Employer contribution / active EE | $121 | $1,133-89.3% | $2,473-95.1% | $1,882-93.6% |
| Participant deferral / active EE | $1,548 | $2,318-33.2% | $3,204-51.7% | $3,022-48.8% |
| Admin fee / account holder | $555 | $304+82.4% | $5,033-89.0% | $592-6.2% |