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 | $58,387 | $59,819-2.4% | $79,583-26.6% | $68,490-14.8% |
| Participation rate | 63.0% | 61.1%+1.9pp | 69.5%-6.5pp | 67.9%-4.9pp |
| Annual return | -20.62% | -12.30%-8.3pp | 0.16%-20.8pp | -7.85%-12.8pp |
| Employer contribution / active EE | $284 | $1,505-81.2% | $2,414-88.3% | $2,597-89.1% |
| Participant deferral / active EE | $4,996 | $3,025+65.2% | $3,986+25.4% | $4,028+24.0% |
| Admin fee / account holder | $3,016 | $4,835-37.6% | $6,835-55.9% | $5,403-44.2% |