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 | $41,646 | $58,828-29.2% | $78,002-46.6% | $62,881-33.8% |
| Participation rate | 18.2% | 71.1%-52.9pp | 75.5%-57.3pp | 69.3%-51.1pp |
| Annual return | 4.15% | 17.16%-13.0pp | 425.99%-421.8pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,865 | $2,686+6.7% | $3,497-18.1% | $3,203-10.6% |
| Admin fee / account holder | $3,508 | $4,393-20.1% | $5,481-36.0% | $4,296-18.3% |