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 | $80,143 | $86,938-7.8% | $102,423-21.8% | $80,925-1.0% |
| Participation rate | 59.0% | 72.4%-13.4pp | 76.5%-17.5pp | 67.7%-8.7pp |
| Annual return | 8.46% | 18.89%-10.4pp | 29.42%-21.0pp | 35.65%-27.2pp |
| Employer contribution / active EE | $370 | $2,369-84.4% | $3,023-87.8% | $2,756-86.6% |
| Participant deferral / active EE | $2,903 | $4,120-29.5% | $5,054-42.6% | $4,299-32.5% |
| Admin fee / account holder | $17,532 | $8,053+117.7% | $9,455+85.4% | $6,940+152.6% |