Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $36,476 | $58,627-37.8% | $76,735-52.5% | $82,448-55.8% |
| Participation rate | 20.5% | 63.2%-42.7pp | 69.5%-49.0pp | 68.1%-47.6pp |
| Annual return | 12.06% | 39.10%-27.0pp | 29.77%-17.7pp | 41.64%-29.6pp |
| Employer contribution / active EE | $182 | $1,729-89.4% | $2,454-92.6% | $2,551-92.8% |
| Participant deferral / active EE | $1,069 | $3,134-65.9% | $4,088-73.9% | $4,139-74.2% |
| Admin fee / account holder | $1,950 | $5,323-63.4% | $7,189-72.9% | $7,234-73.0% |