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 | $32,771 | $117,433-72.1% | $99,475-67.1% | $152,897-78.6% |
| Participation rate | 64.7% | 77.5%-12.8pp | 73.8%-9.1pp | 82.5%-17.7pp |
| Annual return | 5.25% | 31.87%-26.6pp | 30.72%-25.5pp | 345.43%-340.2pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $964 | $4,086-76.4% | $3,619-73.4% | $5,851-83.5% |
| Admin fee / account holder | $1,820 | $7,634-76.2% | $6,252-70.9% | $11,599-84.3% |