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 | $42,603 | $110,083-61.3% | $151,639-71.9% | $68,486-37.8% |
| Participation rate | 60.0% | 84.0%-24.0pp | 87.5%-27.5pp | 67.9%-7.9pp |
| Annual return | -20.21% | -10.12%-10.1pp | 3.34%-23.6pp | -7.85%-12.4pp |
| Employer contribution / active EE | $1,136 | $4,470-74.6% | $6,165-81.6% | $2,597-56.2% |
| Participant deferral / active EE | $3,892 | $6,526-40.4% | $8,363-53.5% | $4,028-3.4% |
| Admin fee / account holder | $1,065 | $7,718-86.2% | $11,613-90.8% | $5,404-80.3% |