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 | $45,566 | $110,337-58.7% | $102,383-55.5% | $145,877-68.8% |
| Participation rate | 13.6% | 77.9%-64.3pp | 74.5%-60.9pp | 80.3%-66.7pp |
| Annual return | 7.64% | 24.83%-17.2pp | 24.94%-17.3pp | 551.28%-543.6pp |
| Employer contribution / active EE | $370 | $4,216-91.2% | $3,870-90.4% | $4,663-92.1% |
| Participant deferral / active EE | $2,134 | $5,621-62.0% | $5,060-57.8% | $6,691-68.1% |
| Admin fee / account holder | $24,690 | $9,750+153.2% | $8,391+194.2% | $13,402+84.2% |