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 | $52,487 | $54,380-3.5% | $68,509-23.4% | $59,633-12.0% |
| Participation rate | 48.8% | 70.2%-21.4pp | 74.7%-25.9pp | 68.7%-19.9pp |
| Annual return | -3.37% | 2.83%-6.2pp | 8.27%-11.6pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,099 | $2,643-20.6% | $3,382-38.0% | $3,192-34.2% |
| Admin fee / account holder | $1,496 | $3,885-61.5% | $5,275-71.6% | $4,297-65.2% |