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 | $15,968 | $51,638-69.1% | $68,368-76.6% | $82,448-80.6% |
| Participation rate | 67.1% | 63.6%+3.5pp | 73.8%-6.6pp | 68.1%-0.9pp |
| Annual return | 12.30% | 37.53%-25.2pp | 292.57%-280.3pp | 41.64%-29.3pp |
| Employer contribution / active EE | $153 | $2,047-92.5% | $2,649-94.2% | $2,551-94.0% |
| Participant deferral / active EE | $1,112 | $2,914-61.8% | $4,123-73.0% | $4,139-73.1% |
| Admin fee / account holder | $1,550 | $4,643-66.6% | $5,150-69.9% | $7,234-78.6% |