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 | $79,063 | $102,382-22.8% | $147,005-46.2% | $80,874-2.2% |
| Participation rate | 47.8% | 75.8%-28.1pp | 82.2%-34.4pp | 67.6%-19.9pp |
| Annual return | 8.03% | 134.89%-126.9pp | 418.76%-410.7pp | 35.62%-27.6pp |
| Employer contribution / active EE | $590 | $3,715-84.1% | $4,934-88.0% | $2,756-78.6% |
| Participant deferral / active EE | $6,977 | $6,646+5.0% | $8,070-13.5% | $4,297+62.4% |
| Admin fee / account holder | $5,476 | $7,942-31.0% | $13,006-57.9% | $6,935-21.0% |