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 | $20,232 | $77,638-73.9% | $156,551-87.1% | $62,881-67.8% |
| Participation rate | 34.7% | 71.2%-36.5pp | 84.0%-49.3pp | 69.3%-34.6pp |
| Annual return | 3.20% | 50.33%-47.1pp | 32.23%-29.0pp | 20.14%-16.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,010 | $3,046-66.9% | $4,871-79.3% | $3,203-68.5% |
| Admin fee / account holder | $2,296 | $5,561-58.7% | $13,028-82.4% | $4,296-46.6% |