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 | $21,936 | $60,442-63.7% | $96,754-77.3% | $87,485-74.9% |
| Participation rate | 20.0% | 58.7%-38.7pp | 70.3%-50.3pp | 68.9%-48.9pp |
| Annual return | 12.60% | 21.97%-9.4pp | 82.04%-69.4pp | 26.06%-13.5pp |
| Employer contribution / active EE | $135 | $1,691-92.0% | $2,679-95.0% | $2,596-94.8% |
| Participant deferral / active EE | $2,745 | $3,280-16.3% | $4,758-42.3% | $4,274-35.8% |
| Admin fee / account holder | $5,216 | $5,069+2.9% | $8,905-41.4% | $7,775-32.9% |