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 | $25,678 | $48,078-46.6% | $78,675-67.4% | $62,881-59.2% |
| Participation rate | 60.7% | 65.2%-4.5pp | 73.6%-12.8pp | 69.3%-8.6pp |
| Annual return | 3.14% | 31.36%-28.2pp | 62.19%-59.0pp | 20.14%-17.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,554 | $2,587-1.3% | $3,517-27.4% | $3,203-20.3% |
| Admin fee / account holder | $2,303 | $3,206-28.2% | $4,510-48.9% | $4,296-46.4% |