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 | $47,371 | $50,082-5.4% | $93,406-49.3% | $79,858-40.7% |
| Participation rate | 28.8% | 60.9%-32.1pp | 66.8%-38.0pp | 69.6%-40.8pp |
| Annual return | 8.84% | 24.59%-15.8pp | 78.05%-69.2pp | 31.72%-22.9pp |
| Employer contribution / active EE | $132 | $1,303-89.9% | $2,075-93.6% | $2,471-94.7% |
| Participant deferral / active EE | $892 | $2,212-59.7% | $3,126-71.5% | $3,740-76.2% |
| Admin fee / account holder | $37,270 | $3,454+979.0% | $5,230+612.6% | $5,306+602.4% |