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 | $25,495 | $35,183-27.5% | $73,550-65.3% | $70,126-63.6% |
| Participation rate | 34.1% | 42.9%-8.8pp | 54.9%-20.8pp | 69.5%-35.4pp |
| Annual return | 12.43% | 26.90%-14.5pp | -15.16%+27.6pp | 73.15%-60.7pp |
| Employer contribution / active EE | $49 | $709-93.1% | $1,219-96.0% | $2,343-97.9% |
| Participant deferral / active EE | $523 | $1,220-57.1% | $1,804-71.0% | $3,332-84.3% |
| Admin fee / account holder | $2,650 | $2,302+15.1% | $2,320+14.3% | $4,645-42.9% |