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 | $48,699 | $71,230-31.6% | $93,727-48.0% | $80,959-39.8% |
| Participation rate | 24.0% | 60.4%-36.4pp | 68.7%-44.7pp | 67.7%-43.7pp |
| Annual return | 8.65% | 11.26%-2.6pp | 133.83%-125.2pp | 35.67%-27.0pp |
| Employer contribution / active EE | $346 | $1,565-77.9% | $2,421-85.7% | $2,757-87.5% |
| Participant deferral / active EE | $3,039 | $4,037-24.7% | $4,417-31.2% | $4,300-29.3% |
| Admin fee / account holder | $19,993 | $6,961+187.2% | $8,292+141.1% | $6,925+188.7% |