Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $44,066 | $27,826+58.4% | $65,583-32.8% | $71,529-38.4% |
| Participation rate | 50.0% | 57.6%-7.6pp | 65.0%-15.0pp | 67.9%-17.9pp |
| Annual return | 14.82% | 41.56%-26.7pp | 47.46%-32.6pp | 28.97%-14.2pp |
| Employer contribution / active EE | $201 | $1,405-85.7% | $1,692-88.1% | $2,590-92.3% |
| Participant deferral / active EE | $1,497 | $1,861-19.6% | $2,833-47.2% | $4,291-65.1% |
| Admin fee / account holder | $1,242 | $3,850-67.7% | $4,112-69.8% | $1,588-21.8% |