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 | $80,134 | $104,098-23.0% | $140,514-43.0% | $94,015-14.8% |
| Participation rate | 26.9% | 73.7%-46.8pp | 77.8%-50.9pp | 70.8%-43.9pp |
| Annual return | 9.14% | 15.14%-6.0pp | 14.36%-5.2pp | 17.84%-8.7pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,063 | $4,033-48.9% | $4,919-58.1% | $4,249-51.5% |
| Admin fee / account holder | $1,263 | $10,439-87.9% | $13,697-90.8% | $8,951-85.9% |