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 | $17,550 | $39,162-55.2% | $100,671-82.6% | $59,633-70.6% |
| Participation rate | 32.5% | 55.9%-23.4pp | 70.7%-38.2pp | 68.7%-36.2pp |
| Annual return | -2.92% | 21.07%-24.0pp | 20.43%-23.4pp | 2041.40%-2044.3pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,364 | $1,992+18.7% | $3,144-24.8% | $3,192-25.9% |
| Admin fee / account holder | $693 | $2,969-76.7% | $4,850-85.7% | $4,297-83.9% |