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 | $18,845 | $48,078-60.8% | $78,676-76.0% | $62,881-70.0% |
| Participation rate | 45.7% | 65.2%-19.5pp | 73.6%-27.9pp | 69.3%-23.6pp |
| Annual return | 4.28% | 31.36%-27.1pp | 62.19%-57.9pp | 20.14%-15.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,383 | $2,587-46.6% | $3,517-60.7% | $3,203-56.8% |
| Admin fee / account holder | $3,443 | $3,206+7.4% | $4,510-23.7% | $4,296-19.8% |