Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,661 | $48,432-57.3% | $121,210-83.0% | $71,529-71.1% |
| Participation rate | 31.2% | 54.3%-23.2pp | 69.5%-38.4pp | 67.9%-36.8pp |
| Annual return | 14.48% | 23.28%-8.8pp | 987.41%-972.9pp | 28.97%-14.5pp |
| Employer contribution / active EE | $234 | $1,493-84.3% | $4,171-94.4% | $2,590-91.0% |
| Participant deferral / active EE | $1,410 | $2,756-48.9% | $4,084-65.5% | $4,291-67.2% |
| Admin fee / account holder | $1,651 | $1,845-10.5% | $5,647-70.8% | $1,588+3.9% |