Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $34,330 | $76,912-55.4% | $129,118-73.4% | $68,490-49.9% |
| Participation rate | 55.6% | 69.1%-13.6pp | 77.2%-21.7pp | 67.9%-12.3pp |
| Annual return | -22.02% | -9.78%-12.2pp | -10.94%-11.1pp | -7.85%-14.2pp |
| Employer contribution / active EE | $802 | $3,243-75.3% | $5,051-84.1% | $2,597-69.1% |
| Participant deferral / active EE | $2,020 | $4,732-57.3% | $6,539-69.1% | $4,028-49.8% |
| Admin fee / account holder | $2,786 | $6,638-58.0% | $14,305-80.5% | $5,403-48.4% |