Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $33,781 | $62,166-45.7% | $81,353-58.5% | $74,459-54.6% |
| Participation rate | 59.3% | 64.1%-4.7pp | 69.5%-10.2pp | 67.2%-7.9pp |
| Annual return | 7.28% | 16.50%-9.2pp | 24.82%-17.5pp | 1369.70%-1362.4pp |
| Employer contribution / active EE | $405 | $1,881-78.5% | $2,464-83.6% | $2,626-84.6% |
| Participant deferral / active EE | $1,752 | $3,223-45.6% | $3,885-54.9% | $4,350-59.7% |
| Admin fee / account holder | $7,983 | $1,925+314.8% | $5,766+38.4% | $1,945+310.5% |