Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $30,402 | $81,457-62.7% | $103,378-70.6% | $80,911-62.4% |
| Participation rate | 56.0% | 66.8%-10.8pp | 74.5%-18.5pp | 67.6%-11.6pp |
| Annual return | 7.12% | 25.58%-18.5pp | 24.91%-17.8pp | 35.63%-28.5pp |
| Employer contribution / active EE | $593 | $3,107-80.9% | $3,870-84.7% | $2,756-78.5% |
| Participant deferral / active EE | $3,137 | $3,871-19.0% | $5,058-38.0% | $4,297-27.0% |
| Admin fee / account holder | $4,801 | $6,717-28.5% | $8,401-42.9% | $6,935-30.8% |