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 | $26,438 | $49,280-46.4% | $67,313-60.7% | $64,181-58.8% |
| Participation rate | 45.5% | 60.8%-15.3pp | 69.1%-23.6pp | 69.6%-24.1pp |
| Annual return | -8.90% | -1.39%-7.5pp | -4.08%-4.8pp | 7.63%-16.5pp |
| Employer contribution / active EE | $169 | $1,668-89.9% | $2,566-93.4% | $2,381-92.9% |
| Participant deferral / active EE | $1,142 | $2,484-54.0% | $3,568-68.0% | $3,470-67.1% |
| Admin fee / account holder | $511 | $3,863-86.8% | $4,507-88.7% | $4,887-89.5% |