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 | $32,298 | $77,638-58.4% | $156,551-79.4% | $62,881-48.6% |
| Participation rate | 51.0% | 71.2%-20.2pp | 84.0%-33.0pp | 69.3%-18.3pp |
| Annual return | -1.71% | 50.33%-52.0pp | 32.23%-33.9pp | 20.14%-21.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,264 | $3,046+7.2% | $4,871-33.0% | $3,203+1.9% |
| Admin fee / account holder | $6,220 | $5,561+11.8% | $13,028-52.3% | $4,296+44.8% |