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 | $63,633 | $73,019-12.9% | $90,766-29.9% | $68,490-7.1% |
| Participation rate | 56.8% | 70.8%-14.1pp | 75.7%-18.9pp | 67.9%-11.1pp |
| Annual return | -26.35% | -13.81%-12.5pp | -12.16%-14.2pp | -7.85%-18.5pp |
| Employer contribution / active EE | $103 | $2,193-95.3% | $2,922-96.5% | $2,597-96.0% |
| Participant deferral / active EE | $2,120 | $3,626-41.5% | $4,565-53.6% | $4,028-47.4% |
| Admin fee / account holder | $4,239 | $5,897-28.1% | $8,446-49.8% | $5,403-21.6% |