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 | $33,499 | $62,586-46.5% | $76,766-56.4% | $64,181-47.8% |
| Participation rate | 44.2% | 72.8%-28.6pp | 77.0%-32.7pp | 69.6%-25.3pp |
| Annual return | -8.22% | -1.95%-6.3pp | 2.43%-10.7pp | 7.63%-15.9pp |
| Employer contribution / active EE | $292 | $1,832-84.1% | $2,485-88.3% | $2,381-87.8% |
| Participant deferral / active EE | $1,505 | $3,145-52.1% | $3,851-60.9% | $3,470-56.6% |
| Admin fee / account holder | $1,842 | $4,667-60.5% | $6,675-72.4% | $4,887-62.3% |