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 | $33,828 | $101,778-66.8% | $164,975-79.5% | $80,925-58.2% |
| Participation rate | 63.6% | 71.8%-8.2pp | 78.6%-15.0pp | 67.7%-4.0pp |
| Annual return | 10.59% | 16.73%-6.1pp | 70.12%-59.5pp | 35.65%-25.1pp |
| Employer contribution / active EE | $256 | $2,954-91.3% | $4,343-94.1% | $2,756-90.7% |
| Participant deferral / active EE | $2,158 | $4,477-51.8% | $6,033-64.2% | $4,299-49.8% |
| Admin fee / account holder | $2,957 | $8,221-64.0% | $12,688-76.7% | $6,940-57.4% |