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 | $20,560 | $115,796-82.2% | $101,264-79.7% | $158,950-87.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 4.85% | 56.15%-51.3pp | 46.48%-41.6pp | 302.91%-298.1pp |
| Employer contribution / active EE | $731 | $4,175-82.5% | $3,660-80.0% | $4,762-84.6% |
| Participant deferral / active EE | $3,243 | $4,958-34.6% | $4,370-25.8% | $5,983-45.8% |
| Admin fee / account holder | $9,630 | $7,247+32.9% | $5,947+61.9% | $11,248-14.4% |