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 | $53,764 | $60,349-10.9% | $74,184-27.5% | $62,881-14.5% |
| Participation rate | 63.0% | 72.7%-9.8pp | 76.6%-13.7pp | 69.3%-6.3pp |
| Annual return | 3.69% | 21.38%-17.7pp | 17.74%-14.0pp | 20.14%-16.5pp |
| Employer contribution / active EE | $178 | $1,680-89.4% | $2,370-92.5% | $2,281-92.2% |
| Participant deferral / active EE | $1,992 | $2,856-30.3% | $3,550-43.9% | $3,203-37.8% |
| Admin fee / account holder | $29,803 | $4,261+599.5% | $5,586+433.6% | $4,296+593.8% |