Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,398 | $84,236-78.2% | $170,435-89.2% | $70,126-73.8% |
| Participation rate | 37.7% | 70.8%-33.1pp | 83.6%-45.9pp | 69.5%-31.8pp |
| Annual return | 9.64% | 23.06%-13.4pp | 205.94%-196.3pp | 73.15%-63.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,964 | $3,086-4.0% | $4,939-40.0% | $3,332-11.1% |
| Admin fee / account holder | $2,565 | $5,698-55.0% | $13,881-81.5% | $4,645-44.8% |