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 | $46,549 | $135,956-65.8% | $123,894-62.4% | $273,972-83.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | -13.54% | 56.63%-70.2pp | 47.52%-61.1pp | 41.46%-55.0pp |
| Employer contribution / active EE | $450 | $5,170-91.3% | $4,617-90.3% | $4,869-90.8% |
| Participant deferral / active EE | $5,413 | $6,343-14.7% | $5,984-9.6% | $5,287+2.4% |
| Admin fee / account holder | $8,930 | $9,817-9.0% | $8,357+6.9% | $10,133-11.9% |