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 | $26,548 | $43,075-38.4% | $74,577-64.4% | $62,881-57.8% |
| Participation rate | 43.8% | 58.1%-14.3pp | 68.1%-24.4pp | 69.3%-25.6pp |
| Annual return | 2.09% | 17.50%-15.4pp | 20.47%-18.4pp | 20.14%-18.1pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,179 | $2,389-50.6% | $3,458-65.9% | $3,203-63.2% |
| Admin fee / account holder | $4,474 | $2,840+57.5% | $4,138+8.1% | $4,296+4.2% |