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 | $52,812 | $71,208-25.8% | $93,681-43.6% | $80,911-34.7% |
| Participation rate | 25.4% | 60.4%-35.0pp | 68.7%-43.3pp | 67.6%-42.2pp |
| Annual return | 5.26% | 11.27%-6.0pp | 133.47%-128.2pp | 35.63%-30.4pp |
| Employer contribution / active EE | $300 | $1,564-80.8% | $2,422-87.6% | $2,756-89.1% |
| Participant deferral / active EE | $1,741 | $4,035-56.9% | $4,415-60.6% | $4,297-59.5% |
| Admin fee / account holder | $4,527 | $6,951-34.9% | $8,290-45.4% | $6,935-34.7% |