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 | $29,231 | $47,944-39.0% | $67,834-56.9% | $62,881-53.5% |
| Participation rate | 52.0% | 61.1%-9.1pp | 68.8%-16.8pp | 69.3%-17.3pp |
| Annual return | 4.31% | 11.77%-7.5pp | 138.47%-134.2pp | 20.14%-15.8pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,952 | $2,247-13.1% | $3,160-38.2% | $3,203-39.1% |
| Admin fee / account holder | $5,366 | $3,712+44.6% | $4,622+16.1% | $4,296+24.9% |