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 | $27,710 | $32,037-13.5% | $69,182-59.9% | $62,881-55.9% |
| Participation rate | 32.5% | 43.4%-10.9pp | 55.1%-22.6pp | 69.3%-36.8pp |
| Annual return | 2.44% | 15.16%-12.7pp | -21.93%+24.4pp | 20.14%-17.7pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,345 | $1,185+97.8% | $1,897+23.6% | $3,203-26.8% |
| Admin fee / account holder | $12,173 | $2,608+366.7% | $2,697+351.4% | $4,296+183.4% |