Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $52,863 | $73,863-28.4% | $143,797-63.2% | $68,490-22.8% |
| Participation rate | 35.1% | 66.7%-31.5pp | 80.3%-45.2pp | 67.9%-32.8pp |
| Annual return | -20.73% | 0.91%-21.6pp | -0.04%-20.7pp | -7.85%-12.9pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,801 | $3,385-46.8% | $5,638-68.1% | $4,028-55.3% |
| Admin fee / account holder | $4,473 | $5,756-22.3% | $14,679-69.5% | $5,403-17.2% |