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 | $47,877 | $212,386-77.5% | $199,883-76.0% | $138,895-65.5% |
| Participation rate | 40.0% | 87.4%-47.4pp | 86.8%-46.8pp | 79.9%-39.9pp |
| Annual return | 11.16% | 47.75%-36.6pp | 43.81%-32.7pp | 145.39%-134.2pp |
| Employer contribution / active EE | $1,138 | $6,625-82.8% | $6,261-81.8% | $4,194-72.9% |
| Participant deferral / active EE | $7,134 | $9,617-25.8% | $9,138-21.9% | $6,396+11.5% |
| Admin fee / account holder | $62,209 | $18,233+241.2% | $17,268+260.3% | $12,562+395.2% |