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 | $31,624 | $60,349-47.6% | $74,184-57.4% | $62,881-49.7% |
| Participation rate | 48.3% | 72.7%-24.5pp | 76.6%-28.3pp | 69.3%-21.0pp |
| Annual return | 4.14% | 21.38%-17.2pp | 17.74%-13.6pp | 20.14%-16.0pp |
| Employer contribution / active EE | $207 | $1,680-87.7% | $2,370-91.3% | $2,281-90.9% |
| Participant deferral / active EE | $2,071 | $2,856-27.5% | $3,550-41.6% | $3,203-35.3% |
| Admin fee / account holder | $378 | $4,261-91.1% | $5,586-93.2% | $4,296-91.2% |