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 | $9,893 | $75,541-86.9% | $152,093-93.5% | $82,637-88.0% |
| Participation rate | 33.3% | 66.5%-33.2pp | 77.8%-44.4pp | 68.1%-34.7pp |
| Annual return | 6.24% | 32.56%-26.3pp | 66.36%-60.1pp | 53.51%-47.3pp |
| Employer contribution / active EE | $311 | $2,622-88.1% | $4,175-92.5% | $2,552-87.8% |
| Participant deferral / active EE | $1,012 | $3,206-68.4% | $5,451-81.4% | $4,126-75.5% |
| Admin fee / account holder | $3,256 | $6,405-49.2% | $14,497-77.5% | $7,339-55.6% |