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 | $29,805 | $35,183-15.3% | $73,550-59.5% | $70,126-57.5% |
| Participation rate | 65.8% | 42.9%+22.9pp | 54.9%+10.9pp | 69.5%-3.8pp |
| Annual return | 6.23% | 26.90%-20.7pp | -15.16%+21.4pp | 73.15%-66.9pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $567 | $1,220-53.5% | $1,804-68.6% | $3,332-83.0% |
| Admin fee / account holder | $3,879 | $2,302+68.5% | $2,320+67.2% | $4,645-16.5% |