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 | $38,806 | $81,358-52.3% | $155,556-75.1% | $80,959-52.1% |
| Participation rate | 28.6% | 66.3%-37.7pp | 78.2%-49.7pp | 67.7%-39.1pp |
| Annual return | 10.21% | 33.39%-23.2pp | 64.84%-54.6pp | 35.67%-25.5pp |
| Employer contribution / active EE | $169 | $3,106-94.6% | $4,675-96.4% | $2,757-93.9% |
| Participant deferral / active EE | $948 | $3,455-72.6% | $5,631-83.2% | $4,300-77.9% |
| Admin fee / account holder | $1,767 | $7,994-77.9% | $15,885-88.9% | $6,925-74.5% |