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 | $81,486 | $146,267-44.3% | $197,124-58.7% | $82,448-1.2% |
| Participation rate | 41.5% | 84.0%-42.6pp | 86.7%-45.3pp | 68.1%-26.6pp |
| Annual return | 7.78% | 29.61%-21.8pp | 44.34%-36.6pp | 41.64%-33.9pp |
| Employer contribution / active EE | $1,251 | $4,723-73.5% | $6,227-79.9% | $2,551-51.0% |
| Participant deferral / active EE | $3,810 | $7,035-45.8% | $9,135-58.3% | $4,139-7.9% |
| Admin fee / account holder | $5,101 | $14,422-64.6% | $16,298-68.7% | $7,234-29.5% |