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 | $34,880 | $45,566-23.5% | $64,105-45.6% | $59,633-41.5% |
| Participation rate | 65.1% | 60.2%+4.9pp | 68.2%-3.1pp | 68.7%-3.6pp |
| Annual return | -4.89% | 4.95%-9.8pp | 791.24%-796.1pp | 2041.45%-2046.3pp |
| Employer contribution / active EE | $14 | $934-98.5% | $1,820-99.2% | $2,203-99.4% |
| Participant deferral / active EE | $1,950 | $2,057-5.2% | $2,822-30.9% | $3,192-38.9% |
| Admin fee / account holder | $4,940 | $3,268+51.2% | $4,499+9.8% | $4,297+15.0% |