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 | $57,238 | $79,557-28.1% | $118,746-51.8% | $70,126-18.4% |
| Participation rate | 68.2% | 71.4%-3.2pp | 78.3%-10.1pp | 69.5%-1.4pp |
| Annual return | 11.78% | 25.64%-13.9pp | 24.54%-12.8pp | 73.15%-61.4pp |
| Employer contribution / active EE | $621 | $2,861-78.3% | $4,193-85.2% | $2,343-73.5% |
| Participant deferral / active EE | $1,891 | $4,089-53.7% | $5,332-64.5% | $3,332-43.2% |
| Admin fee / account holder | $987 | $5,374-81.6% | $10,720-90.8% | $4,645-78.8% |