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 | $33,801 | $65,582-48.5% | $64,097-47.3% | $71,529-52.7% |
| Participation rate | 60.7% | 73.2%-12.5pp | 72.3%-11.6pp | 67.9%-7.2pp |
| Annual return | 1.04% | 18.96%-17.9pp | 33.75%-32.7pp | 28.97%-27.9pp |
| Employer contribution / active EE | $584 | $2,671-78.1% | $2,750-78.8% | $2,590-77.5% |
| Participant deferral / active EE | $2,233 | $3,628-38.4% | $3,881-42.5% | $4,291-48.0% |
| Admin fee / account holder | $4,199 | $616+581.2% | $3,070+36.8% | $1,588+164.3% |