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 | $47,681 | $45,343+5.2% | $150,298-68.3% | $67,986-29.9% |
| Participation rate | 14.7% | 51.9%-37.2pp | 77.8%-63.1pp | 57.2%-42.5pp |
| Annual return | 10.22% | 33.28%-23.1pp | 62.79%-52.6pp | 31.67%-21.4pp |
| Employer contribution / active EE | $182 | $1,462-87.5% | $4,154-95.6% | $2,019-91.0% |
| Participant deferral / active EE | $590 | $2,055-71.3% | $5,453-89.2% | $3,358-82.4% |
| Admin fee / account holder | $8,802 | $2,250+291.2% | $14,116-37.6% | $3,203+174.8% |