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 | $35,491 | $58,493-39.3% | $84,021-57.8% | $72,975-51.4% |
| Participation rate | 45.5% | 61.2%-15.8pp | 69.0%-23.6pp | 69.5%-24.0pp |
| Annual return | 16.28% | 28.93%-12.7pp | 71.32%-55.0pp | 81.01%-64.7pp |
| Employer contribution / active EE | $140 | $1,163-87.9% | $1,984-92.9% | $2,440-94.3% |
| Participant deferral / active EE | $1,394 | $2,394-41.8% | $3,239-57.0% | $3,608-61.3% |
| Admin fee / account holder | $7,054 | $4,569+54.4% | $6,102+15.6% | $5,124+37.7% |