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 | $32,296 | $53,128-39.2% | $86,582-62.7% | $70,126-53.9% |
| Participation rate | 64.3% | 65.3%-1.0pp | 73.5%-9.3pp | 69.5%-5.3pp |
| Annual return | 9.85% | 27.66%-17.8pp | 965.08%-955.2pp | 73.15%-63.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,109 | $2,695-21.8% | $3,609-41.6% | $3,332-36.7% |
| Admin fee / account holder | $4,713 | $3,584+31.5% | $4,904-3.9% | $4,645+1.5% |