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 | $42,283 | $47,944-11.8% | $67,834-37.7% | $62,881-32.8% |
| Participation rate | 43.5% | 61.1%-17.5pp | 68.8%-25.3pp | 69.3%-25.8pp |
| Annual return | 4.54% | 11.77%-7.2pp | 138.47%-133.9pp | 20.14%-15.6pp |
| Employer contribution / active EE | $227 | $1,562-85.5% | $2,403-90.6% | $2,281-90.0% |
| Participant deferral / active EE | $2,230 | $2,247-0.7% | $3,160-29.4% | $3,203-30.4% |
| Admin fee / account holder | $2,231 | $3,712-39.9% | $4,622-51.7% | $4,296-48.1% |