Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,776 | $78,690-62.2% | $161,489-81.6% | $87,485-66.0% |
| Participation rate | 42.4% | 67.5%-25.0pp | 78.7%-36.3pp | 68.9%-26.5pp |
| Annual return | 11.84% | 32.74%-20.9pp | 89.72%-77.9pp | 26.06%-14.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,507 | $3,311-54.5% | $5,630-73.2% | $4,274-64.7% |
| Admin fee / account holder | $4,476 | $6,724-33.4% | $16,006-72.0% | $7,775-42.4% |