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 | $59,460 | $148,629-60.0% | $135,982-56.3% | $139,487-57.4% |
| Participation rate | 68.8% | 83.9%-15.1pp | 81.9%-13.2pp | 80.3%-11.6pp |
| Annual return | 10.97% | 79.33%-68.4pp | 68.32%-57.4pp | 373.84%-362.9pp |
| Employer contribution / active EE | $395 | $5,247-92.5% | $4,859-91.9% | $4,755-91.7% |
| Participant deferral / active EE | $7,645 | $8,102-5.6% | $7,760-1.5% | $6,713+13.9% |
| Admin fee / account holder | $23,644 | $12,406+90.6% | $10,767+119.6% | $11,407+107.3% |