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 | $47,362 | $104,694-54.8% | $85,709-44.7% | $167,536-71.7% |
| Participation rate | 52.6% | 76.4%-23.7pp | 69.9%-17.2pp | 82.1%-29.5pp |
| Annual return | 9.07% | 21.45%-12.4pp | 21.49%-12.4pp | 478.82%-469.7pp |
| Employer contribution / active EE | $110 | $3,337-96.7% | $2,619-95.8% | $4,839-97.7% |
| Participant deferral / active EE | $2,380 | $4,826-50.7% | $3,924-39.3% | $6,342-62.5% |
| Admin fee / account holder | $3,967 | $10,035-60.5% | $6,876-42.3% | $12,315-67.8% |