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 | $76,407-43.4% | $150,298-71.2% | $82,448-47.5% |
| Participation rate | 26.8% | 66.4%-39.6pp | 77.8%-50.9pp | 68.1%-41.2pp |
| Annual return | 7.96% | 39.99%-32.0pp | 62.79%-54.8pp | 41.64%-33.7pp |
| Employer contribution / active EE | $244 | $2,614-90.7% | $4,154-94.1% | $2,551-90.4% |
| Participant deferral / active EE | $1,295 | $3,214-59.7% | $5,453-76.2% | $4,139-68.7% |
| Admin fee / account holder | $13,181 | $6,352+107.5% | $14,116-6.6% | $7,234+82.2% |