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 | $36,253 | $64,890-44.1% | $134,172-73.0% | $67,986-46.7% |
| Participation rate | 41.8% | 48.5%-6.7pp | 72.5%-30.6pp | 57.2%-15.4pp |
| Annual return | 9.07% | 16.12%-7.0pp | 25.30%-16.2pp | 31.67%-22.6pp |
| Employer contribution / active EE | $159 | $1,360-88.3% | $3,420-95.4% | $2,019-92.1% |
| Participant deferral / active EE | $812 | $2,289-64.5% | $4,690-82.7% | $3,358-75.8% |
| Admin fee / account holder | $12,064 | $3,140+284.2% | $12,016+0.4% | $3,203+276.6% |