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 | $42,795 | $100,784-57.5% | $191,597-77.7% | $82,637-48.2% |
| Participation rate | 63.2% | 70.5%-7.3pp | 76.9%-13.8pp | 68.1%-4.9pp |
| Annual return | 11.65% | 18.13%-6.5pp | 27.07%-15.4pp | 53.51%-41.9pp |
| Employer contribution / active EE | $527 | $3,102-83.0% | $5,025-89.5% | $2,552-79.3% |
| Participant deferral / active EE | $2,769 | $4,937-43.9% | $6,850-59.6% | $4,126-32.9% |
| Admin fee / account holder | $19,302 | $10,062+91.8% | $22,799-15.3% | $7,339+163.0% |