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 | $44,857 | $79,867-43.8% | $120,344-62.7% | $64,340-30.3% |
| Participation rate | 47.7% | 63.0%-15.3pp | 76.7%-29.0pp | 55.2%-7.6pp |
| Annual return | 5.57% | 21.10%-15.5pp | 20.30%-14.7pp | 24.14%-18.6pp |
| Employer contribution / active EE | $340 | $1,925-82.3% | $3,020-88.7% | $1,862-81.7% |
| Participant deferral / active EE | $1,707 | $3,593-52.5% | $5,135-66.8% | $2,980-42.7% |
| Admin fee / account holder | $1,868 | $5,039-62.9% | $12,742-85.3% | $3,703-49.6% |