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 | $25,111 | $135,956-81.5% | $123,894-79.7% | $273,972-90.8% |
| Participation rate | 35.3% | 84.1%-48.8pp | 81.4%-46.1pp | 83.0%-47.7pp |
| Annual return | 0.59% | 56.63%-56.0pp | 47.52%-46.9pp | 41.46%-40.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,581 | $6,343-43.5% | $5,984-40.2% | $5,287-32.3% |
| Admin fee / account holder | $903 | $9,817-90.8% | $8,357-89.2% | $10,133-91.1% |