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 | $30,573 | $81,504-62.5% | $102,437-70.2% | $80,959-62.2% |
| Participation rate | 69.3% | 66.9%+2.5pp | 74.5%-5.2pp | 67.7%+1.7pp |
| Annual return | 8.20% | 25.60%-17.4pp | 24.95%-16.8pp | 35.67%-27.5pp |
| Employer contribution / active EE | $568 | $3,104-81.7% | $3,871-85.3% | $2,757-79.4% |
| Participant deferral / active EE | $1,641 | $3,871-57.6% | $5,060-67.6% | $4,300-61.8% |
| Admin fee / account holder | $396 | $6,719-94.1% | $8,388-95.3% | $6,925-94.3% |