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 | $36,287 | $69,273-47.6% | $90,796-60.0% | $82,637-56.1% |
| Participation rate | 23.2% | 64.0%-40.9pp | 69.5%-46.3pp | 68.1%-44.9pp |
| Annual return | 11.03% | 18.37%-7.3pp | 19.29%-8.3pp | 53.51%-42.5pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,151 | $3,047-62.2% | $3,822-69.9% | $4,126-72.1% |
| Admin fee / account holder | $14,094 | $5,511+155.8% | $7,024+100.7% | $7,339+92.1% |