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 | $20,355 | $77,814-73.8% | $158,223-87.1% | $86,983-76.6% |
| Participation rate | 33.3% | 68.4%-35.1pp | 79.2%-45.9pp | 69.5%-36.2pp |
| Annual return | 9.97% | 30.54%-20.6pp | 52.09%-42.1pp | 25.83%-15.9pp |
| Employer contribution / active EE | $217 | $2,592-91.6% | $4,109-94.7% | $2,584-91.6% |
| Participant deferral / active EE | $929 | $3,270-71.6% | $5,467-83.0% | $4,194-77.8% |
| Admin fee / account holder | $6,756 | $5,879+14.9% | $16,047-57.9% | $7,856-14.0% |