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 | $21,358 | $55,889-61.8% | $76,119-71.9% | $80,935-73.6% |
| Participation rate | 18.8% | 62.1%-43.3pp | 69.1%-50.3pp | 67.7%-48.9pp |
| Annual return | 6.92% | 20.58%-13.7pp | 361.25%-354.3pp | 35.66%-28.7pp |
| Employer contribution / active EE | $346 | $1,866-81.5% | $2,693-87.2% | $2,757-87.5% |
| Participant deferral / active EE | $1,774 | $3,051-41.9% | $4,259-58.4% | $4,299-58.7% |
| Admin fee / account holder | $1,889 | $5,241-64.0% | $6,421-70.6% | $6,924-72.7% |