Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $39,259 | $81,331-51.7% | $155,534-74.8% | $80,935-51.5% |
| Participation rate | 11.9% | 66.3%-54.3pp | 78.2%-66.3pp | 67.7%-55.8pp |
| Annual return | 8.82% | 33.37%-24.5pp | 64.92%-56.1pp | 35.66%-26.8pp |
| Employer contribution / active EE | $206 | $3,105-93.4% | $4,675-95.6% | $2,757-92.5% |
| Participant deferral / active EE | $990 | $3,454-71.3% | $5,630-82.4% | $4,299-77.0% |
| Admin fee / account holder | $535 | $7,999-93.3% | $15,900-96.6% | $6,924-92.3% |