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 | $28,430 | $78,670-63.9% | $109,173-74.0% | $85,847-66.9% |
| Participation rate | 28.3% | 68.3%-39.9pp | 75.9%-47.5pp | 69.3%-41.0pp |
| Annual return | 7.96% | 25.09%-17.1pp | 25.75%-17.8pp | 318.61%-310.7pp |
| Employer contribution / active EE | $492 | $2,734-82.0% | $3,723-86.8% | $2,565-80.8% |
| Participant deferral / active EE | $1,653 | $3,467-52.3% | $4,654-64.5% | $3,952-58.2% |
| Admin fee / account holder | $1,518 | $5,469-72.3% | $6,755-77.5% | $6,261-75.8% |