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 | $23,669 | $81,331-70.9% | $155,534-84.8% | $80,935-70.8% |
| Participation rate | 27.5% | 66.3%-38.8pp | 78.2%-50.7pp | 67.7%-40.2pp |
| Annual return | 10.54% | 33.37%-22.8pp | 64.92%-54.4pp | 35.66%-25.1pp |
| Employer contribution / active EE | $358 | $3,105-88.5% | $4,675-92.3% | $2,757-87.0% |
| Participant deferral / active EE | $993 | $3,454-71.3% | $5,630-82.4% | $4,299-76.9% |
| Admin fee / account holder | $4,500 | $7,999-43.7% | $15,900-71.7% | $6,924-35.0% |