Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $46,002 | $69,273-33.6% | $90,796-49.3% | $82,637-44.3% |
| Participation rate | 57.6% | 64.0%-6.5pp | 69.5%-11.9pp | 68.1%-10.5pp |
| Annual return | 11.68% | 18.37%-6.7pp | 19.29%-7.6pp | 53.51%-41.8pp |
| Employer contribution / active EE | $368 | $1,865-80.3% | $2,294-84.0% | $2,552-85.6% |
| Participant deferral / active EE | $2,851 | $3,047-6.5% | $3,822-25.4% | $4,126-30.9% |
| Admin fee / account holder | $971 | $5,511-82.4% | $7,024-86.2% | $7,339-86.8% |