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 | $84,682 | $94,031-9.9% | $115,768-26.9% | $82,448+2.7% |
| Participation rate | 42.6% | 70.4%-27.8pp | 74.4%-31.8pp | 68.1%-25.5pp |
| Annual return | 11.79% | 20.61%-8.8pp | 100.46%-88.7pp | 41.64%-29.9pp |
| Employer contribution / active EE | $411 | $2,323-82.3% | $2,940-86.0% | $2,551-83.9% |
| Participant deferral / active EE | $2,644 | $3,972-33.4% | $4,917-46.2% | $4,139-36.1% |
| Admin fee / account holder | $12,473 | $10,249+21.7% | $12,439+0.3% | $7,234+72.4% |