Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $39,237 | $81,457-51.8% | $103,378-62.0% | $80,911-51.5% |
| Participation rate | 51.6% | 66.8%-15.2pp | 74.5%-22.9pp | 67.6%-16.0pp |
| Annual return | 0.99% | 25.58%-24.6pp | 24.91%-23.9pp | 35.63%-34.6pp |
| Employer contribution / active EE | $459 | $3,107-85.2% | $3,870-88.1% | $2,756-83.4% |
| Participant deferral / active EE | $2,684 | $3,871-30.7% | $5,058-46.9% | $4,297-37.5% |
| Admin fee / account holder | $20,021 | $6,717+198.1% | $8,401+138.3% | $6,935+188.7% |