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 | $36,170 | $54,757-33.9% | $90,304-59.9% | $72,975-50.4% |
| Participation rate | 22.2% | 65.2%-42.9pp | 73.3%-51.1pp | 69.5%-47.3pp |
| Annual return | 15.07% | 30.63%-15.6pp | 78.13%-63.1pp | 81.01%-65.9pp |
| Employer contribution / active EE | $214 | $2,093-89.8% | $2,855-92.5% | $2,440-91.2% |
| Participant deferral / active EE | $990 | $2,887-65.7% | $3,885-74.5% | $3,608-72.6% |
| Admin fee / account holder | $1,296 | $3,973-67.4% | $5,354-75.8% | $5,124-74.7% |