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 | $49,225 | $90,400-45.5% | $186,193-73.6% | $87,485-43.7% |
| Participation rate | 63.0% | 66.2%-3.2pp | 77.1%-14.1pp | 68.9%-6.0pp |
| Annual return | 12.60% | 22.15%-9.5pp | 78.03%-65.4pp | 26.06%-13.5pp |
| Employer contribution / active EE | $378 | $2,170-82.6% | $3,918-90.3% | $2,596-85.4% |
| Participant deferral / active EE | $2,306 | $4,330-46.7% | $6,513-64.6% | $4,274-46.0% |
| Admin fee / account holder | $972 | $8,673-88.8% | $11,058-91.2% | $7,775-87.5% |