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 | $25,257 | $55,930-54.8% | $76,089-66.8% | $80,925-68.8% |
| Participation rate | 66.2% | 62.1%+4.1pp | 69.1%-2.9pp | 67.7%-1.5pp |
| Annual return | 7.53% | 20.58%-13.1pp | 360.94%-353.4pp | 35.65%-28.1pp |
| Employer contribution / active EE | $374 | $1,866-80.0% | $2,690-86.1% | $2,756-86.4% |
| Participant deferral / active EE | $2,773 | $3,051-9.1% | $4,259-34.9% | $4,299-35.5% |
| Admin fee / account holder | $5,643 | $5,241+7.7% | $6,418-12.1% | $6,940-18.7% |