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 | $30,055 | $65,034-53.8% | $90,970-67.0% | $79,856-62.4% |
| Participation rate | 29.5% | 61.6%-32.1pp | 69.0%-39.5pp | 69.6%-40.1pp |
| Annual return | 7.15% | 30.45%-23.3pp | 134.60%-127.4pp | 31.71%-24.6pp |
| Employer contribution / active EE | $217 | $1,247-82.6% | $2,122-89.7% | $2,471-91.2% |
| Participant deferral / active EE | $1,127 | $2,512-55.1% | $3,373-66.6% | $3,741-69.9% |
| Admin fee / account holder | $2,450 | $4,536-46.0% | $5,961-58.9% | $5,306-53.8% |