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 | $48,560 | $45,438+6.9% | $80,004-39.3% | $59,633-18.6% |
| Participation rate | 10.1% | 63.7%-53.6pp | 73.0%-62.9pp | 68.7%-58.5pp |
| Annual return | -8.04% | 5.10%-13.1pp | 7.63%-15.7pp | 2041.40%-2049.4pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $983 | $2,231-55.9% | $3,204-69.3% | $3,192-69.2% |
| Admin fee / account holder | $3,859 | $3,464+11.4% | $5,033-23.3% | $4,297-10.2% |