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 | $73,762 | $160,040-53.9% | $147,096-49.9% | $145,877-49.4% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 5.24% | 98.49%-93.3pp | 419.75%-414.5pp | 551.28%-546.0pp |
| Employer contribution / active EE | $579 | $5,289-89.0% | $4,936-88.3% | $4,663-87.6% |
| Participant deferral / active EE | $4,126 | $8,429-51.1% | $8,071-48.9% | $6,691-38.3% |
| Admin fee / account holder | $6,070 | $15,050-59.7% | $13,005-53.3% | $13,402-54.7% |