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 | $32,794 | $50,820-35.5% | $155,567-78.9% | $77,671-57.8% |
| Participation rate | 47.7% | 63.1%-15.4pp | 78.2%-30.5pp | 70.6%-22.9pp |
| Annual return | 10.51% | 34.85%-24.3pp | 64.74%-54.2pp | 31.21%-20.7pp |
| Employer contribution / active EE | $332 | $1,993-83.3% | $4,674-92.9% | $2,726-87.8% |
| Participant deferral / active EE | $1,307 | $2,823-53.7% | $5,628-76.8% | $4,648-71.9% |
| Admin fee / account holder | $5,055 | $436+1059.5% | $15,916-68.2% | $430+1074.4% |