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 | $53,544 | $80,984-33.9% | $96,569-44.6% | $75,173-28.8% |
| Participation rate | 53.3% | 71.8%-18.4pp | 76.0%-22.6pp | 67.2%-13.9pp |
| Annual return | -8.18% | 27.05%-35.2pp | 25.87%-34.0pp | 160.65%-168.8pp |
| Employer contribution / active EE | $401 | $2,282-82.4% | $2,965-86.5% | $2,670-85.0% |
| Participant deferral / active EE | $2,045 | $3,929-48.0% | $4,851-57.8% | $4,126-50.4% |
| Admin fee / account holder | $3,921 | $6,720-41.7% | $8,251-52.5% | $5,651-30.6% |