Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,951 | $46,599-48.6% | $64,101-62.6% | $75,173-68.1% |
| Participation rate | 60.6% | 65.9%-5.3pp | 72.3%-11.7pp | 67.2%-6.6pp |
| Annual return | 8.73% | 26.06%-17.3pp | 33.72%-25.0pp | 160.72%-152.0pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,325 | $2,837-18.1% | $3,881-40.1% | $4,126-43.7% |
| Admin fee / account holder | $14,182 | $2,956+379.8% | $3,070+361.9% | $5,651+151.0% |