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 | $42,199 | $48,313-12.7% | $73,309-42.4% | $52,331-19.4% |
| Participation rate | 26.4% | 68.6%-42.1pp | 74.9%-48.5pp | 68.1%-41.7pp |
| Annual return | -3.35% | 3.85%-7.2pp | 5.67%-9.0pp | 4.54%-7.9pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,980 | $4,189-52.7% | $4,991-60.3% | $3,022-34.5% |
| Admin fee / account holder | $5,049 | $404+1150.0% | $5,635-10.4% | $592+753.4% |