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 | $51,026 | $74,535-31.5% | $100,712-49.3% | $82,637-38.3% |
| Participation rate | 33.3% | 61.2%-27.8pp | 69.3%-35.9pp | 68.1%-34.7pp |
| Annual return | 11.90% | 18.92%-7.0pp | 33.27%-21.4pp | 53.51%-41.6pp |
| Employer contribution / active EE | $250 | $1,503-83.4% | $2,313-89.2% | $2,552-90.2% |
| Participant deferral / active EE | $1,515 | $3,074-50.7% | $4,085-62.9% | $4,126-63.3% |
| Admin fee / account holder | $9,074 | $6,576+38.0% | $9,256-2.0% | $7,339+23.6% |