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 | $23,797 | $32,037-25.7% | $69,182-65.6% | $62,881-62.2% |
| Participation rate | 34.9% | 43.4%-8.5pp | 55.1%-20.2pp | 69.3%-34.4pp |
| Annual return | 4.15% | 15.16%-11.0pp | -21.93%+26.1pp | 20.14%-16.0pp |
| Employer contribution / active EE | $33 | $679-95.1% | $1,206-97.2% | $2,281-98.5% |
| Participant deferral / active EE | $420 | $1,185-64.6% | $1,897-77.9% | $3,203-86.9% |
| Admin fee / account holder | $2,050 | $2,608-21.4% | $2,697-24.0% | $4,296-52.3% |