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 | $22,202 | $56,063-60.4% | $76,051-70.8% | $80,911-72.6% |
| Participation rate | 36.8% | 62.0%-25.2pp | 69.1%-32.2pp | 67.6%-30.8pp |
| Annual return | 8.32% | 20.54%-12.2pp | 360.42%-352.1pp | 35.63%-27.3pp |
| Employer contribution / active EE | $371 | $1,874-80.2% | $2,690-86.2% | $2,756-86.5% |
| Participant deferral / active EE | $1,249 | $3,052-59.1% | $4,257-70.7% | $4,297-70.9% |
| Admin fee / account holder | $2,130 | $5,240-59.3% | $6,416-66.8% | $6,935-69.3% |