Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,923 | $42,909-62.9% | $60,906-73.9% | $68,486-76.7% |
| Participation rate | 36.4% | 66.8%-30.4pp | 73.1%-36.7pp | 67.9%-31.5pp |
| Annual return | -20.23% | -13.99%-6.2pp | 16.94%-37.2pp | -7.85%-12.4pp |
| Employer contribution / active EE | $26 | $1,979-98.7% | $2,703-99.0% | $2,597-99.0% |
| Participant deferral / active EE | $4,431 | $2,866+54.6% | $3,814+16.2% | $4,028+10.0% |
| Admin fee / account holder | $6,705 | $3,104+116.0% | $3,227+107.8% | $5,404+24.1% |