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 | $34,424 | $45,041-23.6% | $63,003-45.4% | $70,131-50.9% |
| Participation rate | 59.6% | 69.5%-9.9pp | 74.8%-15.2pp | 69.5%-9.9pp |
| Annual return | 11.09% | 18.76%-7.7pp | 87.59%-76.5pp | 73.14%-62.1pp |
| Employer contribution / active EE | $310 | $2,052-84.9% | $2,760-88.8% | $2,342-86.7% |
| Participant deferral / active EE | $765 | $2,465-69.0% | $3,329-77.0% | $3,332-77.0% |
| Admin fee / account holder | $3,332 | $2,836+17.5% | $3,600-7.4% | $4,645-28.3% |