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 | $33,521 | $81,233-58.7% | $155,567-78.5% | $80,874-58.6% |
| Participation rate | 22.0% | 66.2%-44.2pp | 78.2%-56.2pp | 67.6%-45.6pp |
| Annual return | 8.28% | 33.33%-25.1pp | 64.74%-56.5pp | 35.62%-27.3pp |
| Employer contribution / active EE | $210 | $3,101-93.2% | $4,674-95.5% | $2,756-92.4% |
| Participant deferral / active EE | $948 | $3,452-72.5% | $5,628-83.2% | $4,297-77.9% |
| Admin fee / account holder | $18,812 | $7,998+135.2% | $15,916+18.2% | $6,935+171.3% |