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 | $43,684 | $69,248-36.9% | $64,101-31.9% | $139,466-68.7% |
| Participation rate | 18.8% | 75.6%-56.8pp | 72.3%-53.6pp | 80.3%-61.6pp |
| Annual return | 6.67% | 45.95%-39.3pp | 33.72%-27.1pp | 373.66%-367.0pp |
| Employer contribution / active EE | $204 | $3,185-93.6% | $2,749-92.6% | $4,754-95.7% |
| Participant deferral / active EE | $2,321 | $4,682-50.4% | $3,881-40.2% | $6,712-65.4% |
| Admin fee / account holder | $1,256 | $4,247-70.4% | $3,070-59.1% | $11,409-89.0% |