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 | $31,831 | $52,580-39.5% | $71,671-55.6% | $70,124-54.6% |
| Participation rate | 27.3% | 60.9%-33.6pp | 68.7%-41.5pp | 69.5%-42.3pp |
| Annual return | 11.69% | 20.25%-8.6pp | 20.65%-9.0pp | 73.14%-61.5pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,468 | $2,386-38.5% | $3,438-57.3% | $3,332-55.9% |
| Admin fee / account holder | $9,637 | $3,653+163.8% | $5,558+73.4% | $4,645+107.5% |