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 | $49,795 | $64,359-22.6% | $90,161-44.8% | $70,124-29.0% |
| Participation rate | 23.9% | 70.4%-46.5pp | 76.9%-53.0pp | 69.5%-45.6pp |
| Annual return | 13.45% | 28.13%-14.7pp | 34.89%-21.4pp | 73.14%-59.7pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,324 | $4,389-47.1% | $5,287-56.0% | $3,332-30.3% |
| Admin fee / account holder | $2,416 | $3,945-38.7% | $5,943-59.3% | $4,645-48.0% |