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 | $75,984 | $94,436-19.5% | $115,599-34.3% | $82,637-8.1% |
| Participation rate | 53.3% | 70.4%-17.1pp | 74.3%-20.9pp | 68.1%-14.7pp |
| Annual return | 12.01% | 18.37%-6.4pp | 111.10%-99.1pp | 53.51%-41.5pp |
| Employer contribution / active EE | $248 | $2,324-89.3% | $2,955-91.6% | $2,552-90.3% |
| Participant deferral / active EE | $1,898 | $3,955-52.0% | $4,889-61.2% | $4,126-54.0% |
| Admin fee / account holder | $5,089 | $10,328-50.7% | $12,841-60.4% | $7,339-30.7% |