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 | $35,707 | $64,324-44.5% | $118,946-70.0% | $79,852-55.3% |
| Participation rate | 39.0% | 64.9%-25.9pp | 75.4%-36.4pp | 69.6%-30.7pp |
| Annual return | 9.63% | 86.45%-76.8pp | 35.89%-26.3pp | 31.72%-22.1pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,003 | $2,824-29.1% | $4,266-53.0% | $3,740-46.4% |
| Admin fee / account holder | $2,063 | $4,040-48.9% | $6,581-68.6% | $5,306-61.1% |