Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,990 | $48,267-71.0% | $68,808-79.7% | $68,486-79.6% |
| Participation rate | 29.3% | 60.7%-31.4pp | 69.0%-39.7pp | 67.9%-38.6pp |
| Annual return | -19.69% | -12.70%-7.0pp | -6.37%-13.3pp | -7.85%-11.8pp |
| Employer contribution / active EE | $158 | $1,829-91.3% | $2,656-94.0% | $2,597-93.9% |
| Participant deferral / active EE | $1,088 | $2,867-62.1% | $3,942-72.4% | $4,028-73.0% |
| Admin fee / account holder | $693 | $4,362-84.1% | $4,936-86.0% | $5,404-87.2% |