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 | $26,839 | $73,787-63.6% | $98,716-72.8% | $82,448-67.4% |
| Participation rate | 56.7% | 61.4%-4.7pp | 69.3%-12.6pp | 68.1%-11.4pp |
| Annual return | 6.73% | 18.57%-11.8pp | 31.81%-25.1pp | 41.64%-34.9pp |
| Employer contribution / active EE | $228 | $1,511-84.9% | $2,279-90.0% | $2,551-91.1% |
| Participant deferral / active EE | $1,997 | $3,081-35.2% | $4,048-50.7% | $4,139-51.8% |
| Admin fee / account holder | $16,388 | $6,500+152.1% | $8,703+88.3% | $7,234+126.5% |