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 | $33,423 | $46,732-28.5% | $156,551-78.7% | $55,167-39.4% |
| Participation rate | 13.9% | 65.8%-51.9pp | 84.0%-70.2pp | 69.0%-55.1pp |
| Annual return | -0.79% | 17.72%-18.5pp | 32.23%-33.0pp | 169.23%-170.0pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $666 | $2,204-69.8% | $4,871-86.3% | $3,054-78.2% |
| Admin fee / account holder | $5,223 | $418+1148.3% | $13,028-59.9% | $504+936.5% |