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 | $47,233 | $56,894-17.0% | $84,753-44.3% | $62,881-24.9% |
| Participation rate | 29.1% | 68.5%-39.4pp | 76.6%-47.5pp | 69.3%-40.2pp |
| Annual return | -26.08% | 6.30%-32.4pp | 22.78%-48.9pp | 20.14%-46.2pp |
| Employer contribution / active EE | $283 | $2,400-88.2% | $3,574-92.1% | $2,281-87.6% |
| Participant deferral / active EE | $1,325 | $2,709-51.1% | $3,712-64.3% | $3,203-58.6% |
| Admin fee / account holder | $4,041 | $3,581+12.8% | $5,333-24.2% | $4,296-5.9% |