Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $38,642 | $77,962-50.4% | $178,540-78.4% | $80,935-52.3% |
| Participation rate | 24.0% | 65.7%-41.7pp | 77.1%-53.1pp | 67.7%-43.7pp |
| Annual return | 9.12% | 18.10%-9.0pp | 27.15%-18.0pp | 35.66%-26.5pp |
| Employer contribution / active EE | $198 | $2,280-91.3% | $3,953-95.0% | $2,757-92.8% |
| Participant deferral / active EE | $1,419 | $4,404-67.8% | $6,281-77.4% | $4,299-67.0% |
| Admin fee / account holder | $646 | $7,156-91.0% | $10,424-93.8% | $6,924-90.7% |