Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $28,211 | $65,453-56.9% | $86,698-67.5% | $66,938-57.9% |
| Participation rate | 30.7% | 75.5%-44.8pp | 76.6%-45.9pp | 69.8%-39.1pp |
| Annual return | -20.02% | -10.89%-9.1pp | 35.95%-56.0pp | 1.58%-21.6pp |
| Employer contribution / active EE | $625 | $2,154-71.0% | $2,837-78.0% | $2,545-75.4% |
| Participant deferral / active EE | $2,414 | $4,102-41.1% | $4,656-48.1% | $4,238-43.0% |
| Admin fee / account holder | $1,882 | $642+193.2% | $7,493-74.9% | $594+217.1% |