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 | $27,713 | $175,259-84.2% | $149,723-81.5% | $139,487-80.1% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 7.28% | 166.82%-159.5pp | 134.50%-127.2pp | 373.84%-366.6pp |
| Employer contribution / active EE | $301 | $5,478-94.5% | $4,821-93.8% | $4,755-93.7% |
| Participant deferral / active EE | $3,852 | $6,522-40.9% | $5,682-32.2% | $6,713-42.6% |
| Admin fee / account holder | $77,424 | $16,158+379.2% | $13,215+485.9% | $11,407+578.7% |