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 | $33,784 | $71,197-52.5% | $93,669-63.9% | $80,925-58.3% |
| Participation rate | 40.0% | 60.4%-20.4pp | 68.7%-28.7pp | 67.7%-27.7pp |
| Annual return | 7.07% | 11.27%-4.2pp | 133.59%-126.5pp | 35.65%-28.6pp |
| Employer contribution / active EE | $246 | $1,565-84.3% | $2,424-89.9% | $2,756-91.1% |
| Participant deferral / active EE | $2,595 | $4,036-35.7% | $4,416-41.2% | $4,299-39.6% |
| Admin fee / account holder | $22,390 | $6,959+221.8% | $8,291+170.1% | $6,940+222.6% |