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 | $68,762 | $81,358-15.5% | $155,556-55.8% | $80,959-15.1% |
| Participation rate | 23.2% | 66.3%-43.1pp | 78.2%-55.0pp | 67.7%-44.5pp |
| Annual return | 8.44% | 33.39%-24.9pp | 64.84%-56.4pp | 35.67%-27.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,623 | $3,455-53.0% | $5,631-71.2% | $4,300-62.3% |
| Admin fee / account holder | $2,992 | $7,994-62.6% | $15,885-81.2% | $6,925-56.8% |