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 | $25,633 | $72,027-64.4% | $185,835-86.2% | $79,852-67.9% |
| Participation rate | 55.3% | 65.8%-10.5pp | 78.0%-22.8pp | 69.6%-14.4pp |
| Annual return | 9.73% | 23.13%-13.4pp | 35.96%-26.2pp | 31.72%-22.0pp |
| Employer contribution / active EE | $348 | $1,965-82.3% | $4,087-91.5% | $2,471-85.9% |
| Participant deferral / active EE | $3,310 | $3,780-12.4% | $5,633-41.2% | $3,740-11.5% |
| Admin fee / account holder | $5,662 | $4,513+25.5% | $9,502-40.4% | $5,306+6.7% |