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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,724 | $110,410-79.4% | $102,437-77.8% | $145,897-84.4% |
| Participation rate | 47.4% | 77.9%-30.6pp | 74.5%-27.1pp | 80.3%-32.9pp |
| Annual return | 14.35% | 24.85%-10.5pp | 24.95%-10.6pp | 552.29%-537.9pp |
| Employer contribution / active EE | $386 | $4,217-90.9% | $3,871-90.0% | $4,663-91.7% |
| Participant deferral / active EE | $2,421 | $5,622-56.9% | $5,060-52.2% | $6,689-63.8% |
| Admin fee / account holder | $454 | $9,745-95.3% | $8,388-94.6% | $13,390-96.6% |