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 | $77,814-44.4% | $158,223-72.7% | $86,983-50.3% |
| Participation rate | 26.8% | 68.4%-41.6pp | 79.2%-52.4pp | 69.5%-42.7pp |
| Annual return | 7.96% | 30.54%-22.6pp | 52.09%-44.1pp | 25.83%-17.9pp |
| Employer contribution / active EE | $244 | $2,592-90.6% | $4,109-94.1% | $2,584-90.6% |
| Participant deferral / active EE | $1,295 | $3,270-60.4% | $5,467-76.3% | $4,194-69.1% |
| Admin fee / account holder | $13,181 | $5,879+124.2% | $16,047-17.9% | $7,856+67.8% |