Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,291 | $72,269-63.6% | $101,271-74.0% | $79,852-67.1% |
| Participation rate | 22.2% | 68.5%-46.2pp | 75.8%-53.6pp | 69.6%-47.4pp |
| Annual return | -3.11% | 22.29%-25.4pp | 46.48%-49.6pp | 31.72%-34.8pp |
| Employer contribution / active EE | $552 | $2,692-79.5% | $3,660-84.9% | $2,471-77.7% |
| Participant deferral / active EE | $1,548 | $3,282-52.8% | $4,371-64.6% | $3,740-58.6% |
| Admin fee / account holder | $392 | $4,401-91.1% | $5,948-93.4% | $5,306-92.6% |