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 | $49,523 | $63,845-22.4% | $81,370-39.1% | $80,959-38.8% |
| Participation rate | 50.5% | 63.9%-13.3pp | 69.5%-19.0pp | 67.7%-17.1pp |
| Annual return | 9.09% | 16.37%-7.3pp | 24.85%-15.8pp | 35.67%-26.6pp |
| Employer contribution / active EE | $304 | $1,980-84.6% | $2,464-87.7% | $2,757-89.0% |
| Participant deferral / active EE | $1,675 | $3,093-45.8% | $3,885-56.9% | $4,300-61.1% |
| Admin fee / account holder | $8,148 | $5,688+43.2% | $5,749+41.7% | $6,925+17.7% |