Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $28,787 | $53,774-46.5% | $134,162-78.5% | $79,856-64.0% |
| Participation rate | 39.1% | 58.8%-19.7pp | 72.2%-33.1pp | 69.6%-30.6pp |
| Annual return | 5.70% | 19.01%-13.3pp | 36.35%-30.6pp | 31.71%-26.0pp |
| Employer contribution / active EE | $126 | $1,322-90.5% | $3,705-96.6% | $2,471-94.9% |
| Participant deferral / active EE | $916 | $2,420-62.2% | $3,500-73.8% | $3,741-75.5% |
| Admin fee / account holder | $8,757 | $3,985+119.8% | $6,685+31.0% | $5,306+65.0% |