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 | $37,356 | $78,015-52.1% | $178,505-79.1% | $80,959-53.9% |
| Participation rate | 62.1% | 65.7%-3.6pp | 77.1%-15.0pp | 67.7%-5.6pp |
| Annual return | 9.05% | 18.10%-9.1pp | 27.16%-18.1pp | 35.67%-26.6pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,175 | $4,406-27.9% | $6,280-49.4% | $4,300-26.2% |
| Admin fee / account holder | $9,748 | $7,160+36.1% | $10,428-6.5% | $6,925+40.8% |