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 | $30,559 | $107,030-71.4% | $73,550-58.5% | $147,586-79.3% |
| Participation rate | 46.2% | 66.4%-20.2pp | 54.9%-8.8pp | 82.8%-36.7pp |
| Annual return | -26.31% | 38.25%-64.6pp | -15.16%-11.2pp | 578.59%-604.9pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,487 | $2,458+163.9% | $1,804+259.6% | $5,439+19.3% |
| Admin fee / account holder | $8,569 | $3,055+180.5% | $2,320+269.4% | $10,886-21.3% |