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 | $51,797 | $59,191-12.5% | $76,767-32.5% | $56,289-8.0% |
| Participation rate | 22.8% | 75.2%-52.5pp | 77.0%-54.2pp | 69.9%-47.1pp |
| Annual return | -8.24% | 6.62%-14.9pp | 2.43%-10.7pp | -9.96%+1.7pp |
| Employer contribution / active EE | $335 | $1,759-80.9% | $2,485-86.5% | $2,111-84.1% |
| Participant deferral / active EE | $1,983 | $3,255-39.1% | $3,852-48.5% | $3,350-40.8% |
| Admin fee / account holder | $1,881 | $489+284.6% | $6,675-71.8% | $521+261.1% |