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 | $56,408 | $84,953-33.6% | $163,379-65.5% | $82,637-31.7% |
| Participation rate | 48.7% | 65.9%-17.2pp | 76.8%-28.1pp | 68.1%-19.3pp |
| Annual return | 9.46% | 23.07%-13.6pp | 63.41%-53.9pp | 53.51%-44.0pp |
| Employer contribution / active EE | $354 | $2,183-83.8% | $3,752-90.6% | $2,552-86.1% |
| Participant deferral / active EE | $2,367 | $4,326-45.3% | $6,282-62.3% | $4,126-42.6% |
| Admin fee / account holder | $46,887 | $7,921+491.9% | $9,818+377.6% | $7,339+538.9% |