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 | $11,216 | $81,276-86.2% | $155,574-92.8% | $80,925-86.1% |
| Participation rate | 40.4% | 66.2%-25.9pp | 78.2%-37.8pp | 67.7%-27.3pp |
| Annual return | 7.48% | 33.36%-25.9pp | 64.87%-57.4pp | 35.65%-28.2pp |
| Employer contribution / active EE | $191 | $3,103-93.8% | $4,676-95.9% | $2,756-93.1% |
| Participant deferral / active EE | $1,337 | $3,453-61.3% | $5,629-76.3% | $4,299-68.9% |
| Admin fee / account holder | $4,452 | $7,993-44.3% | $15,914-72.0% | $6,940-35.8% |