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 | $66,094 | $125,190-47.2% | $105,624-37.4% | $145,897-54.7% |
| Participation rate | 55.6% | 77.6%-22.1pp | 75.3%-19.7pp | 80.3%-24.8pp |
| Annual return | 5.66% | 225.22%-219.6pp | 116.20%-110.5pp | 552.29%-546.6pp |
| Employer contribution / active EE | $285 | $3,720-92.3% | $3,168-91.0% | $4,663-93.9% |
| Participant deferral / active EE | $2,851 | $5,716-50.1% | $5,013-43.1% | $6,689-57.4% |
| Admin fee / account holder | $1,387 | $17,138-91.9% | $10,961-87.3% | $13,390-89.6% |