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 | $34,969 | $112,729-69.0% | $98,716-64.6% | $137,256-74.5% |
| Participation rate | 68.2% | 74.2%-6.0pp | 69.3%-1.1pp | 80.0%-11.8pp |
| Annual return | 8.41% | 38.48%-30.1pp | 31.81%-23.4pp | 220.34%-211.9pp |
| Employer contribution / active EE | $451 | $2,725-83.4% | $2,279-80.2% | $4,156-89.1% |
| Participant deferral / active EE | $3,678 | $4,640-20.7% | $4,048-9.1% | $6,407-42.6% |
| Admin fee / account holder | $14,245 | $10,129+40.6% | $8,703+63.7% | $12,270+16.1% |