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 | $52,718 | $76,112-30.7% | $96,544-45.4% | $71,529-26.3% |
| Participation rate | 37.6% | 74.4%-36.8pp | 76.0%-38.4pp | 67.9%-30.3pp |
| Annual return | 13.86% | 22.80%-8.9pp | 25.88%-12.0pp | 28.97%-15.1pp |
| Employer contribution / active EE | $574 | $2,248-74.5% | $2,966-80.7% | $2,590-77.8% |
| Participant deferral / active EE | $2,609 | $4,217-38.1% | $4,851-46.2% | $4,291-39.2% |
| Admin fee / account holder | $4,270 | $2,708+57.6% | $8,254-48.3% | $1,588+168.8% |