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 | $97,379 | $101,795-4.3% | $165,100-41.0% | $80,959+20.3% |
| Participation rate | 48.3% | 71.8%-23.6pp | 78.6%-30.3pp | 67.7%-19.4pp |
| Annual return | 7.72% | 16.73%-9.0pp | 70.21%-62.5pp | 35.67%-27.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,313 | $4,476-48.3% | $6,035-61.7% | $4,300-46.2% |
| Admin fee / account holder | $1,198 | $8,221-85.4% | $12,696-90.6% | $6,925-82.7% |