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 | $47,277 | $106,864-55.8% | $147,318-67.9% | $82,637-42.8% |
| Participation rate | 41.7% | 75.5%-33.8pp | 82.1%-40.4pp | 68.1%-26.4pp |
| Annual return | 10.00% | 27.49%-17.5pp | 70.43%-60.4pp | 53.51%-43.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,268 | $6,496-49.7% | $7,906-58.7% | $4,126-20.8% |
| Admin fee / account holder | $42,502 | $8,415+405.1% | $13,708+210.1% | $7,339+479.1% |