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 | $51,046 | $72,404-29.5% | $110,241-53.7% | $64,181-20.5% |
| Participation rate | 64.1% | 73.3%-9.3pp | 79.8%-15.8pp | 69.6%-5.5pp |
| Annual return | -7.70% | -6.29%-1.4pp | 314.75%-322.4pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,634 | $3,469+33.6% | $4,672-0.8% | $3,470+33.6% |
| Admin fee / account holder | $919 | $5,664-83.8% | $8,548-89.2% | $4,887-81.2% |