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 | $20,210 | $81,331-75.2% | $155,534-87.0% | $80,935-75.0% |
| Participation rate | 34.3% | 66.3%-32.0pp | 78.2%-43.9pp | 67.7%-33.4pp |
| Annual return | 9.95% | 33.37%-23.4pp | 64.92%-55.0pp | 35.66%-25.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,690 | $3,454-22.1% | $5,630-52.2% | $4,299-37.4% |
| Admin fee / account holder | $21,522 | $7,999+169.1% | $15,900+35.4% | $6,924+210.8% |