Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $25,903 | $41,016-36.8% | $152,093-83.0% | $64,097-59.6% |
| Participation rate | 17.3% | 51.3%-34.1pp | 77.8%-60.5pp | 55.2%-37.9pp |
| Annual return | 10.22% | 39.60%-29.4pp | 66.36%-56.1pp | 34.64%-24.4pp |
| Employer contribution / active EE | $22 | $1,342-98.4% | $4,175-99.5% | $1,891-98.8% |
| Participant deferral / active EE | $818 | $1,927-57.6% | $5,451-85.0% | $3,080-73.5% |
| Admin fee / account holder | $10,176 | $2,305+341.4% | $14,497-29.8% | $3,454+194.6% |