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 | $32,374 | $68,852-53.0% | $120,524-73.1% | $80,925-60.0% |
| Participation rate | 45.7% | 61.6%-15.9pp | 71.9%-26.2pp | 67.7%-21.9pp |
| Annual return | 4.02% | 23.67%-19.7pp | 107.36%-103.3pp | 35.65%-31.6pp |
| Employer contribution / active EE | $287 | $2,063-86.1% | $3,469-91.7% | $2,756-89.6% |
| Participant deferral / active EE | $1,647 | $3,187-48.3% | $4,994-67.0% | $4,299-61.7% |
| Admin fee / account holder | $30,736 | $5,781+431.7% | $9,440+225.6% | $6,940+342.9% |