Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $46,452 | $37,156+25.0% | $83,854-44.6% | $86,983-46.6% |
| Participation rate | 8.0% | 49.1%-41.1pp | 59.1%-51.1pp | 69.5%-61.5pp |
| Annual return | 13.07% | 29.88%-16.8pp | 31.39%-18.3pp | 25.83%-12.8pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $379 | $1,418-73.3% | $2,035-81.4% | $4,194-91.0% |
| Admin fee / account holder | $623 | $2,510-75.2% | $3,197-80.5% | $7,856-92.1% |