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 | $69,582 | $80,985-14.1% | $96,576-28.0% | $75,181-7.4% |
| Participation rate | 43.1% | 71.8%-28.7pp | 76.0%-32.9pp | 67.2%-24.1pp |
| Annual return | 9.15% | 27.05%-17.9pp | 25.87%-16.7pp | 160.69%-151.5pp |
| Employer contribution / active EE | $109 | $2,282-95.2% | $2,965-96.3% | $2,671-95.9% |
| Participant deferral / active EE | $2,271 | $3,929-42.2% | $4,851-53.2% | $4,126-45.0% |
| Admin fee / account holder | $13,729 | $6,719+104.3% | $8,253+66.4% | $5,650+143.0% |