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 | $33,205 | $69,444-52.2% | $92,985-64.3% | $87,485-62.0% |
| Participation rate | 44.0% | 63.3%-19.3pp | 69.5%-25.5pp | 68.9%-24.9pp |
| Annual return | 3.38% | 23.85%-20.5pp | 27.99%-24.6pp | 26.06%-22.7pp |
| Employer contribution / active EE | $15 | $1,917-99.2% | $2,662-99.4% | $2,596-99.4% |
| Participant deferral / active EE | $3,634 | $3,364+8.0% | $4,377-17.0% | $4,274-15.0% |
| Admin fee / account holder | $4,231 | $6,137-31.1% | $9,463-55.3% | $7,775-45.6% |