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 | $45,005 | $91,198-50.7% | $178,503-74.8% | $79,856-43.6% |
| Participation rate | 25.0% | 69.2%-44.2pp | 81.9%-56.9pp | 69.6%-44.6pp |
| Annual return | 5.53% | 24.20%-18.7pp | 151.12%-145.6pp | 31.71%-26.2pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $911 | $3,237-71.9% | $5,202-82.5% | $3,741-75.6% |
| Admin fee / account holder | $3,263 | $6,748-51.6% | $13,987-76.7% | $5,306-38.5% |