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 | $31,378 | $52,353-40.1% | $120,225-73.9% | $82,448-61.9% |
| Participation rate | 44.0% | 58.3%-14.3pp | 69.6%-25.6pp | 68.1%-24.1pp |
| Annual return | 8.42% | 61.85%-53.4pp | 439.23%-430.8pp | 41.64%-33.2pp |
| Employer contribution / active EE | $223 | $1,510-85.2% | $3,475-93.6% | $2,551-91.3% |
| Participant deferral / active EE | $781 | $2,627-70.3% | $3,999-80.5% | $4,139-81.1% |
| Admin fee / account holder | $3,092 | $4,363-29.1% | $5,696-45.7% | $7,234-57.3% |