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 | $43,151 | $51,222-15.8% | $70,544-38.8% | $75,173-42.6% |
| Participation rate | 47.1% | 61.0%-13.8pp | 68.4%-21.2pp | 67.2%-20.1pp |
| Annual return | 7.20% | 30.06%-22.9pp | 32.79%-25.6pp | 160.72%-153.5pp |
| Employer contribution / active EE | $328 | $1,827-82.0% | $2,976-89.0% | $2,671-87.7% |
| Participant deferral / active EE | $2,102 | $2,850-26.3% | $4,568-54.0% | $4,126-49.1% |
| Admin fee / account holder | $1,684 | $4,096-58.9% | $6,427-73.8% | $5,651-70.2% |