Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $42,219 | $80,781-47.7% | $102,437-58.8% | $74,478-43.3% |
| Participation rate | 26.5% | 65.7%-39.2pp | 74.5%-48.0pp | 67.2%-40.7pp |
| Annual return | 10.78% | 27.58%-16.8pp | 24.95%-14.2pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $352 | $3,160-88.9% | $3,871-90.9% | $2,626-86.6% |
| Participant deferral / active EE | $1,732 | $3,862-55.2% | $5,060-65.8% | $4,350-60.2% |
| Admin fee / account holder | $2,476 | $2,372+4.4% | $8,388-70.5% | $1,946+27.2% |