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 | $40,276 | $78,690-48.8% | $161,489-75.1% | $87,485-54.0% |
| Participation rate | 24.0% | 67.5%-43.5pp | 78.7%-54.7pp | 68.9%-44.9pp |
| Annual return | 12.32% | 32.74%-20.4pp | 89.72%-77.4pp | 26.06%-13.7pp |
| Employer contribution / active EE | $40 | $2,588-98.4% | $4,268-99.1% | $2,596-98.4% |
| Participant deferral / active EE | $1,346 | $3,311-59.3% | $5,630-76.1% | $4,274-68.5% |
| Admin fee / account holder | $3,729 | $6,724-44.5% | $16,006-76.7% | $7,775-52.0% |