Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,562 | $55,930-59.7% | $76,089-70.3% | $80,925-72.1% |
| Participation rate | 30.3% | 62.1%-31.8pp | 69.1%-38.8pp | 67.7%-37.4pp |
| Annual return | 9.07% | 20.58%-11.5pp | 360.94%-351.9pp | 35.65%-26.6pp |
| Employer contribution / active EE | $191 | $1,866-89.8% | $2,690-92.9% | $2,756-93.1% |
| Participant deferral / active EE | $1,062 | $3,051-65.2% | $4,259-75.1% | $4,299-75.3% |
| Admin fee / account holder | $1,647 | $5,241-68.6% | $6,418-74.3% | $6,940-76.3% |