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 | $21,725 | $58,057-62.6% | $97,032-77.6% | $86,983-75.0% |
| Participation rate | 41.8% | 60.4%-18.5pp | 71.6%-29.7pp | 69.5%-27.7pp |
| Annual return | 12.58% | 22.26%-9.7pp | 35.38%-22.8pp | 25.83%-13.3pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,249 | $3,244-61.5% | $4,672-73.3% | $4,194-70.2% |
| Admin fee / account holder | $6,683 | $4,839+38.1% | $9,418-29.0% | $7,856-14.9% |