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 | $36,058 | $65,582-45.0% | $64,101-43.7% | $71,511-49.6% |
| Participation rate | 34.9% | 73.2%-38.3pp | 72.3%-37.4pp | 67.9%-33.0pp |
| Annual return | 9.56% | 18.96%-9.4pp | 33.72%-24.2pp | 28.86%-19.3pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,749-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,403 | $3,628-61.3% | $3,881-63.8% | $4,291-67.3% |
| Admin fee / account holder | $3,821 | $616+520.0% | $3,070+24.5% | $1,588+140.6% |