Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $93,120 | $73,848+26.1% | $143,799-35.2% | $68,486+36.0% |
| Participation rate | 39.3% | 66.7%-27.4pp | 80.3%-41.0pp | 67.9%-28.6pp |
| Annual return | -21.59% | 0.91%-22.5pp | -0.04%-21.5pp | -7.85%-13.7pp |
| Employer contribution / active EE | $313 | $3,184-90.2% | $4,952-93.7% | $2,597-87.9% |
| Participant deferral / active EE | $2,878 | $3,385-15.0% | $5,638-49.0% | $4,028-28.5% |
| Admin fee / account holder | $937 | $5,755-83.7% | $14,677-93.6% | $5,404-82.7% |