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 | $18,935 | $56,484-66.5% | $169,452-88.8% | $64,181-70.5% |
| Participation rate | 35.0% | 64.5%-29.5pp | 77.8%-42.8pp | 69.6%-34.6pp |
| Annual return | -11.27% | -1.55%-9.7pp | 1.83%-13.1pp | 7.63%-18.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,368 | $3,448-31.3% | $5,277-55.1% | $3,470-31.8% |
| Admin fee / account holder | $1,117 | $4,174-73.2% | $9,110-87.7% | $4,887-77.1% |