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 | $49,106 | $68,852-28.7% | $120,524-59.3% | $80,925-39.3% |
| Participation rate | 23.3% | 61.6%-38.3pp | 71.9%-48.6pp | 67.7%-44.3pp |
| Annual return | 7.77% | 23.67%-15.9pp | 107.36%-99.6pp | 35.65%-27.9pp |
| Employer contribution / active EE | $329 | $2,063-84.1% | $3,469-90.5% | $2,756-88.1% |
| Participant deferral / active EE | $1,205 | $3,187-62.2% | $4,994-75.9% | $4,299-72.0% |
| Admin fee / account holder | $10,645 | $5,781+84.1% | $9,440+12.8% | $6,940+53.4% |