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 | $43,244 | $78,690-45.0% | $161,489-73.2% | $87,485-50.6% |
| Participation rate | 26.8% | 67.5%-40.6pp | 78.7%-51.9pp | 68.9%-42.1pp |
| Annual return | 7.96% | 32.74%-24.8pp | 89.72%-81.8pp | 26.06%-18.1pp |
| Employer contribution / active EE | $244 | $2,588-90.6% | $4,268-94.3% | $2,596-90.6% |
| Participant deferral / active EE | $1,295 | $3,311-60.9% | $5,630-77.0% | $4,274-69.7% |
| Admin fee / account holder | $13,181 | $6,724+96.0% | $16,006-17.6% | $7,775+69.5% |