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 | $26,733 | $81,331-67.1% | $155,534-82.8% | $80,935-67.0% |
| Participation rate | 26.7% | 66.3%-39.6pp | 78.2%-51.6pp | 67.7%-41.0pp |
| Annual return | 10.53% | 33.37%-22.8pp | 64.92%-54.4pp | 35.66%-25.1pp |
| Employer contribution / active EE | $245 | $3,105-92.1% | $4,675-94.8% | $2,757-91.1% |
| Participant deferral / active EE | $954 | $3,454-72.4% | $5,630-83.1% | $4,299-77.8% |
| Admin fee / account holder | $4,196 | $7,999-47.5% | $15,900-73.6% | $6,924-39.4% |