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 | $18,486 | $64,462-71.3% | $81,482-77.3% | $80,911-77.2% |
| Participation rate | 61.3% | 63.9%-2.6pp | 69.5%-8.2pp | 67.6%-6.4pp |
| Annual return | 8.62% | 16.35%-7.7pp | 24.79%-16.2pp | 35.63%-27.0pp |
| Employer contribution / active EE | $294 | $1,979-85.1% | $2,463-88.0% | $2,756-89.3% |
| Participant deferral / active EE | $1,047 | $3,094-66.2% | $3,885-73.0% | $4,297-75.6% |
| Admin fee / account holder | $9,312 | $5,678+64.0% | $5,761+61.6% | $6,935+34.3% |