Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $60,390 | $101,778-40.7% | $164,975-63.4% | $80,925-25.4% |
| Participation rate | 54.5% | 71.8%-17.3pp | 78.6%-24.1pp | 67.7%-13.1pp |
| Annual return | 7.53% | 16.73%-9.2pp | 70.12%-62.6pp | 35.65%-28.1pp |
| Employer contribution / active EE | $337 | $2,954-88.6% | $4,343-92.2% | $2,756-87.8% |
| Participant deferral / active EE | $3,373 | $4,477-24.7% | $6,033-44.1% | $4,299-21.5% |
| Admin fee / account holder | $1,001 | $8,221-87.8% | $12,688-92.1% | $6,940-85.6% |