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 | $53,422 | $32,037+66.7% | $69,182-22.8% | $62,881-15.0% |
| Participation rate | 21.5% | 43.4%-21.9pp | 55.1%-33.6pp | 69.3%-47.8pp |
| Annual return | 3.56% | 15.16%-11.6pp | -21.93%+25.5pp | 20.14%-16.6pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $522 | $1,185-56.0% | $1,897-72.5% | $3,203-83.7% |
| Admin fee / account holder | $9,875 | $2,608+278.6% | $2,697+266.2% | $4,296+129.9% |