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 | $56,327 | $76,551-26.4% | $123,894-54.5% | $62,881-10.4% |
| Participation rate | 38.5% | 73.0%-34.5pp | 81.4%-42.9pp | 69.3%-30.8pp |
| Annual return | 4.32% | 18.68%-14.4pp | 47.52%-43.2pp | 20.14%-15.8pp |
| Employer contribution / active EE | $394 | $2,882-86.3% | $4,617-91.5% | $2,281-82.7% |
| Participant deferral / active EE | $2,806 | $4,840-42.0% | $5,984-53.1% | $3,203-12.4% |
| Admin fee / account holder | $11,492 | $4,826+138.1% | $8,357+37.5% | $4,296+167.5% |