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 | $68,607 | $95,915-28.5% | $79,580-13.8% | $134,532-49.0% |
| Participation rate | 30.0% | 75.0%-45.0pp | 69.5%-39.5pp | 81.2%-51.2pp |
| Annual return | -22.60% | -2.71%-19.9pp | 0.15%-22.8pp | 418.27%-440.9pp |
| Employer contribution / active EE | $526 | $3,129-83.2% | $2,413-78.2% | $4,741-88.9% |
| Participant deferral / active EE | $1,360 | $4,693-71.0% | $3,985-65.9% | $6,401-78.8% |
| Admin fee / account holder | $322 | $9,132-96.5% | $6,835-95.3% | $11,429-97.2% |