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 | $41,296 | $46,877-11.9% | $122,354-66.2% | $70,126-41.1% |
| Participation rate | 43.0% | 58.2%-15.2pp | 71.6%-28.6pp | 69.5%-26.5pp |
| Annual return | 12.74% | 24.22%-11.5pp | 30.28%-17.5pp | 73.15%-60.4pp |
| Employer contribution / active EE | $233 | $1,288-81.9% | $4,051-94.2% | $2,343-90.0% |
| Participant deferral / active EE | $1,475 | $2,167-31.9% | $3,287-55.1% | $3,332-55.7% |
| Admin fee / account holder | $20,871 | $3,324+527.9% | $5,479+280.9% | $4,645+349.3% |