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 | $73,946 | $88,042-16.0% | $138,135-46.5% | $79,856-7.4% |
| Participation rate | 65.4% | 71.4%-6.0pp | 78.7%-13.3pp | 69.6%-4.3pp |
| Annual return | 9.35% | 20.58%-11.2pp | 20.51%-11.2pp | 31.71%-22.4pp |
| Employer contribution / active EE | $774 | $3,103-75.0% | $5,587-86.1% | $2,471-68.7% |
| Participant deferral / active EE | $2,888 | $4,704-38.6% | $6,431-55.1% | $3,741-22.8% |
| Admin fee / account holder | $5,610 | $7,791-28.0% | $11,856-52.7% | $5,306+5.7% |