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 | $56,340 | $73,863-23.7% | $143,797-60.8% | $68,490-17.7% |
| Participation rate | 30.6% | 66.7%-36.1pp | 80.3%-49.7pp | 67.9%-37.3pp |
| Annual return | -24.58% | 0.91%-25.5pp | -0.04%-24.5pp | -7.85%-16.7pp |
| Employer contribution / active EE | $186 | $3,185-94.2% | $4,952-96.3% | $2,597-92.9% |
| Participant deferral / active EE | $1,053 | $3,385-68.9% | $5,638-81.3% | $4,028-73.9% |
| Admin fee / account holder | $5,145 | $5,756-10.6% | $14,679-65.0% | $5,403-4.8% |