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 | $22,350 | $23,330-4.2% | $64,489-65.3% | $82,448-72.9% |
| Participation rate | 27.8% | 68.3%-40.5pp | 67.7%-39.9pp | 68.1%-40.3pp |
| Annual return | 7.13% | 83.66%-76.5pp | 55.03%-47.9pp | 41.64%-34.5pp |
| Employer contribution / active EE | $124 | $824-84.9% | $1,523-91.8% | $2,551-95.1% |
| Participant deferral / active EE | $729 | $1,707-57.3% | $2,778-73.8% | $4,139-82.4% |
| Admin fee / account holder | $2,285 | $2,946-22.4% | $4,260-46.4% | $7,234-68.4% |