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 | $18,991 | $65,361-70.9% | $92,903-79.6% | $72,983-74.0% |
| Participation rate | 68.0% | 68.3%-0.3pp | 76.0%-8.0pp | 69.5%-1.5pp |
| Annual return | 14.61% | 42.11%-27.5pp | 109.43%-94.8pp | 81.01%-66.4pp |
| Employer contribution / active EE | $233 | $2,594-91.0% | $3,653-93.6% | $2,440-90.5% |
| Participant deferral / active EE | $1,313 | $3,128-58.0% | $4,238-69.0% | $3,608-63.6% |
| Admin fee / account holder | $1,683 | $4,251-60.4% | $5,795-71.0% | $5,124-67.2% |