Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,828 | $81,487-68.3% | $102,412-74.8% | $80,935-68.1% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 7.04% | 25.60%-18.6pp | 24.94%-17.9pp | 35.66%-28.6pp |
| Employer contribution / active EE | $638 | $3,103-79.4% | $3,870-83.5% | $2,757-76.8% |
| Participant deferral / active EE | $2,248 | $3,871-41.9% | $5,060-55.6% | $4,299-47.7% |
| Admin fee / account holder | $1,518 | $6,717-77.4% | $8,388-81.9% | $6,924-78.1% |