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 | $35,715 | $55,902-36.1% | $76,030-53.0% | $80,959-55.9% |
| Participation rate | 36.5% | 62.1%-25.6pp | 69.1%-32.6pp | 67.7%-31.2pp |
| Annual return | 9.22% | 20.59%-11.4pp | 361.54%-352.3pp | 35.67%-26.4pp |
| Employer contribution / active EE | $341 | $1,867-81.7% | $2,688-87.3% | $2,757-87.6% |
| Participant deferral / active EE | $1,083 | $3,051-64.5% | $4,257-74.6% | $4,300-74.8% |
| Admin fee / account holder | $21,902 | $5,239+318.0% | $6,421+241.1% | $6,925+216.3% |