Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $97,498 | $117,846-17.3% | $102,434-4.8% | $145,884-33.2% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 5.51% | 31.90%-26.4pp | 29.46%-23.9pp | 551.85%-546.3pp |
| Employer contribution / active EE | $187 | $3,615-94.8% | $3,023-93.8% | $4,662-96.0% |
| Participant deferral / active EE | $4,394 | $5,733-23.4% | $5,055-13.1% | $6,690-34.3% |
| Admin fee / account holder | $70,852 | $13,356+430.5% | $9,462+648.8% | $13,392+429.1% |