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 | $52,569 | $58,512-10.2% | $84,020-37.4% | $72,983-28.0% |
| Participation rate | 37.0% | 61.2%-24.2pp | 69.0%-32.0pp | 69.5%-32.5pp |
| Annual return | 13.46% | 28.93%-15.5pp | 71.31%-57.8pp | 81.01%-67.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,128 | $2,394-52.9% | $3,239-65.2% | $3,608-68.7% |
| Admin fee / account holder | $6,106 | $4,569+33.6% | $6,101+0.1% | $5,124+19.2% |