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 | $42,079 | $53,774-21.7% | $134,162-68.6% | $79,852-47.3% |
| Participation rate | 69.0% | 58.8%+10.2pp | 72.2%-3.2pp | 69.6%-0.7pp |
| Annual return | 4.72% | 19.01%-14.3pp | 36.35%-31.6pp | 31.72%-27.0pp |
| Employer contribution / active EE | $85 | $1,322-93.6% | $3,705-97.7% | $2,471-96.6% |
| Participant deferral / active EE | $1,981 | $2,420-18.1% | $3,500-43.4% | $3,740-47.0% |
| Admin fee / account holder | $2,908 | $3,985-27.0% | $6,685-56.5% | $5,306-45.2% |