Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,739 | $76,407-85.9% | $150,298-92.9% | $82,448-87.0% |
| Participation rate | 53.5% | 66.4%-12.9pp | 77.8%-24.3pp | 68.1%-14.6pp |
| Annual return | 12.94% | 39.99%-27.1pp | 62.79%-49.8pp | 41.64%-28.7pp |
| Employer contribution / active EE | $264 | $2,614-89.9% | $4,154-93.6% | $2,551-89.6% |
| Participant deferral / active EE | $935 | $3,214-70.9% | $5,453-82.9% | $4,139-77.4% |
| Admin fee / account holder | $6,012 | $6,352-5.4% | $14,116-57.4% | $7,234-16.9% |