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 | $33,086 | $86,940-61.9% | $102,434-67.7% | $80,935-59.1% |
| Participation rate | 45.8% | 72.4%-26.6pp | 76.5%-30.7pp | 67.7%-21.9pp |
| Annual return | 9.69% | 18.89%-9.2pp | 29.46%-19.8pp | 35.66%-26.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,938 | $4,121-53.0% | $5,055-61.7% | $4,299-54.9% |
| Admin fee / account holder | $14,724 | $8,047+83.0% | $9,462+55.6% | $6,924+112.6% |