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 | $94,386 | $184,014-48.7% | $161,149-41.4% | $138,895-32.0% |
| Participation rate | 69.2% | 82.1%-12.8pp | 78.8%-9.6pp | 79.9%-10.7pp |
| Annual return | 5.31% | 21.52%-16.2pp | 21.16%-15.8pp | 145.39%-140.1pp |
| Employer contribution / active EE | $417 | $5,055-91.8% | $4,360-90.4% | $4,194-90.1% |
| Participant deferral / active EE | $3,028 | $6,909-56.2% | $6,153-50.8% | $6,396-52.7% |
| Admin fee / account holder | $126,598 | $18,027+602.3% | $15,194+733.2% | $12,562+907.8% |