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 | $35,621 | $51,638-31.0% | $129,406-72.5% | $80,959-56.0% |
| Participation rate | 17.6% | 56.9%-39.3pp | 69.6%-52.0pp | 67.7%-50.0pp |
| Annual return | 4.67% | 20.78%-16.1pp | 9468.18%-9463.5pp | 35.67%-31.0pp |
| Employer contribution / active EE | $295 | $1,584-81.4% | $4,155-92.9% | $2,757-89.3% |
| Participant deferral / active EE | $904 | $2,670-66.2% | $4,167-78.3% | $4,300-79.0% |
| Admin fee / account holder | $2,054 | $4,313-52.4% | $7,689-73.3% | $6,925-70.3% |