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 | $39,334 | $76,551-48.6% | $123,894-68.3% | $62,881-37.4% |
| Participation rate | 30.8% | 73.0%-42.2pp | 81.4%-50.6pp | 69.3%-38.5pp |
| Annual return | 5.09% | 18.68%-13.6pp | 47.52%-42.4pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,472 | $4,840-48.9% | $5,984-58.7% | $3,203-22.8% |
| Admin fee / account holder | $344 | $4,826-92.9% | $8,357-95.9% | $4,296-92.0% |