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 | $59,190 | $95,453-38.0% | $112,040-47.2% | $82,448-28.2% |
| Participation rate | 56.8% | 72.8%-15.9pp | 76.5%-19.7pp | 68.1%-11.2pp |
| Annual return | 8.73% | 23.92%-15.2pp | 24.52%-15.8pp | 41.64%-32.9pp |
| Employer contribution / active EE | $665 | $2,318-71.3% | $2,954-77.5% | $2,551-73.9% |
| Participant deferral / active EE | $2,118 | $4,224-49.8% | $5,098-58.4% | $4,139-48.8% |
| Admin fee / account holder | $4,715 | $9,013-47.7% | $12,098-61.0% | $7,234-34.8% |