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 | $93,993 | $98,766-4.8% | $149,730-37.2% | $79,852+17.7% |
| Participation rate | 67.3% | 75.8%-8.4pp | 82.5%-15.1pp | 69.6%-2.3pp |
| Annual return | 11.42% | 27.43%-16.0pp | 276.70%-265.3pp | 31.72%-20.3pp |
| Employer contribution / active EE | $359 | $3,217-88.8% | $4,645-92.3% | $2,471-85.5% |
| Participant deferral / active EE | $5,242 | $5,681-7.7% | $6,843-23.4% | $3,740+40.1% |
| Admin fee / account holder | $6,020 | $6,052-0.5% | $9,310-35.3% | $5,306+13.5% |