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 | $10,431 | $48,267-78.4% | $68,794-84.8% | $68,495-84.8% |
| Participation rate | 57.1% | 60.7%-3.5pp | 69.0%-11.9pp | 67.9%-10.7pp |
| Annual return | -22.02% | -12.70%-9.3pp | -6.37%-15.6pp | -7.84%-14.2pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,073 | $2,867+7.2% | $3,941-22.0% | $4,028-23.7% |
| Admin fee / account holder | $738 | $4,362-83.1% | $4,934-85.1% | $5,403-86.4% |