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 | $49,855 | $69,977-28.8% | $108,582-54.1% | $62,881-20.7% |
| Participation rate | 31.2% | 72.9%-41.7pp | 79.6%-48.4pp | 69.3%-38.1pp |
| Annual return | 4.67% | 10.73%-6.1pp | -51.70%+56.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $384 | $2,135-82.0% | $3,758-89.8% | $2,281-83.2% |
| Participant deferral / active EE | $1,536 | $3,165-51.5% | $4,311-64.4% | $3,203-52.1% |
| Admin fee / account holder | $9,103 | $5,076+79.3% | $7,645+19.1% | $4,296+111.9% |