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 | $68,317 | $73,988-7.7% | $96,538-29.2% | $75,177-9.1% |
| Participation rate | 30.2% | 66.4%-36.2pp | 74.3%-44.1pp | 67.2%-37.0pp |
| Annual return | 10.66% | 26.73%-16.1pp | 35.74%-25.1pp | 160.75%-150.1pp |
| Employer contribution / active EE | $236 | $2,930-91.9% | $3,740-93.7% | $2,671-91.2% |
| Participant deferral / active EE | $3,048 | $3,660-16.7% | $4,880-37.5% | $4,126-26.1% |
| Admin fee / account holder | $14,268 | $5,220+173.4% | $6,737+111.8% | $5,651+152.5% |