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 | $27,469 | $32,037-14.3% | $69,182-60.3% | $62,881-56.3% |
| Participation rate | 63.6% | 43.4%+20.2pp | 55.1%+8.5pp | 69.3%-5.7pp |
| Annual return | 3.10% | 15.16%-12.1pp | -21.93%+25.0pp | 20.14%-17.0pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $523 | $1,185-55.8% | $1,897-72.4% | $3,203-83.7% |
| Admin fee / account holder | $3,033 | $2,608+16.3% | $2,697+12.5% | $4,296-29.4% |