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 | $31,651 | $69,977-54.8% | $108,582-70.9% | $62,881-49.7% |
| Participation rate | 62.8% | 72.9%-10.1pp | 79.6%-16.8pp | 69.3%-6.5pp |
| Annual return | 3.85% | 10.73%-6.9pp | -51.70%+55.5pp | 20.14%-16.3pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,370 | $3,165-25.1% | $4,311-45.0% | $3,203-26.0% |
| Admin fee / account holder | $384 | $5,076-92.4% | $7,645-95.0% | $4,296-91.1% |