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 | $43,518 | $50,898-14.5% | $171,082-74.6% | $55,167-21.1% |
| Participation rate | 34.7% | 63.3%-28.6pp | 76.7%-42.0pp | 69.0%-34.3pp |
| Annual return | 5.94% | 15.34%-9.4pp | 32.56%-26.6pp | 169.23%-163.3pp |
| Employer contribution / active EE | $148 | $1,433-89.7% | $4,002-96.3% | $1,963-92.5% |
| Participant deferral / active EE | $2,027 | $2,994-32.3% | $4,797-57.7% | $3,054-33.6% |
| Admin fee / account holder | $6,080 | $500+1117.2% | $8,520-28.6% | $504+1106.7% |