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 | $39,015 | $86,938-55.1% | $102,423-61.9% | $80,925-51.8% |
| Participation rate | 68.8% | 72.4%-3.6pp | 76.5%-7.7pp | 67.7%+1.2pp |
| Annual return | 8.50% | 18.89%-10.4pp | 29.42%-20.9pp | 35.65%-27.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,353 | $4,120-42.9% | $5,054-53.5% | $4,299-45.3% |
| Admin fee / account holder | $14,469 | $8,053+79.7% | $9,455+53.0% | $6,940+108.5% |