Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $54,797 | $77,638-29.4% | $156,551-65.0% | $62,881-12.9% |
| Participation rate | 43.1% | 71.2%-28.1pp | 84.0%-40.9pp | 69.3%-26.2pp |
| Annual return | -0.90% | 50.33%-51.2pp | 32.23%-33.1pp | 20.14%-21.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,179 | $3,046-61.3% | $4,871-75.8% | $3,203-63.2% |
| Admin fee / account holder | $1,969 | $5,561-64.6% | $13,028-84.9% | $4,296-54.2% |