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 | $48,648 | $72,492-32.9% | $87,102-44.1% | $72,983-33.3% |
| Participation rate | 69.1% | 72.8%-3.7pp | 76.9%-7.7pp | 69.5%-0.4pp |
| Annual return | 3.53% | 24.46%-20.9pp | 28.19%-24.7pp | 81.01%-77.5pp |
| Employer contribution / active EE | $142 | $1,894-92.5% | $2,521-94.4% | $2,440-94.2% |
| Participant deferral / active EE | $1,943 | $3,270-40.6% | $4,048-52.0% | $3,608-46.1% |
| Admin fee / account holder | $4,310 | $5,055-14.7% | $7,491-42.5% | $5,124-15.9% |