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 | $90,942 | $171,492-47.0% | $150,734-39.7% | $198,609-54.2% |
| Participation rate | 66.7% | 81.4%-14.7pp | 78.4%-11.8pp | 82.4%-15.7pp |
| Annual return | 2.40% | 804.70%-802.3pp | 600.81%-598.4pp | 202.70%-200.3pp |
| Employer contribution / active EE | $688 | $5,470-87.4% | $4,918-86.0% | $5,055-86.4% |
| Participant deferral / active EE | $3,298 | $6,259-47.3% | $5,610-41.2% | $6,977-52.7% |
| Admin fee / account holder | $3,771 | $17,628-78.6% | $14,905-74.7% | $19,030-80.2% |