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 | $21,852 | $77,920-72.0% | $149,723-85.4% | $75,177-70.9% |
| Participation rate | 32.1% | 65.6%-33.5pp | 78.8%-46.7pp | 67.2%-35.1pp |
| Annual return | 10.93% | 31.72%-20.8pp | 134.50%-123.6pp | 160.75%-149.8pp |
| Employer contribution / active EE | $205 | $3,138-93.5% | $4,821-95.8% | $2,671-92.3% |
| Participant deferral / active EE | $1,176 | $3,411-65.5% | $5,682-79.3% | $4,126-71.5% |
| Admin fee / account holder | $7,724 | $5,951+29.8% | $13,215-41.5% | $5,651+36.7% |