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 | $42,325 | $60,349-29.9% | $74,184-42.9% | $62,881-32.7% |
| Participation rate | 41.7% | 72.7%-31.1pp | 76.6%-35.0pp | 69.3%-27.6pp |
| Annual return | 3.47% | 21.38%-17.9pp | 17.74%-14.3pp | 20.14%-16.7pp |
| Employer contribution / active EE | $302 | $1,680-82.1% | $2,370-87.3% | $2,281-86.8% |
| Participant deferral / active EE | $1,443 | $2,856-49.5% | $3,550-59.4% | $3,203-55.0% |
| Admin fee / account holder | $1,482 | $4,261-65.2% | $5,586-73.5% | $4,296-65.5% |