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 | $76,582 | $72,269+6.0% | $101,271-24.4% | $79,852-4.1% |
| Participation rate | 67.4% | 68.5%-1.0pp | 75.8%-8.4pp | 69.6%-2.2pp |
| Annual return | 7.62% | 22.29%-14.7pp | 46.48%-38.9pp | 31.72%-24.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,177 | $3,282+27.3% | $4,371-4.4% | $3,740+11.7% |
| Admin fee / account holder | $2,917 | $4,401-33.7% | $5,948-50.9% | $5,306-45.0% |