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 | $34,815 | $93,055-62.6% | $153,741-77.4% | $80,959-57.0% |
| Participation rate | 50.0% | 69.0%-19.0pp | 77.1%-27.1pp | 67.7%-17.7pp |
| Annual return | 5.70% | 19.97%-14.3pp | 15.71%-10.0pp | 35.67%-30.0pp |
| Employer contribution / active EE | $981 | $3,504-72.0% | $5,042-80.5% | $2,757-64.4% |
| Participant deferral / active EE | $2,100 | $5,172-59.4% | $6,757-68.9% | $4,300-51.2% |
| Admin fee / account holder | $15,381 | $8,881+73.2% | $12,749+20.6% | $6,925+122.1% |