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 | $71,121 | $81,276-12.5% | $155,574-54.3% | $80,925-12.1% |
| Participation rate | 33.3% | 66.2%-32.9pp | 78.2%-44.9pp | 67.7%-34.3pp |
| Annual return | 9.99% | 33.36%-23.4pp | 64.87%-54.9pp | 35.65%-25.7pp |
| Employer contribution / active EE | $189 | $3,103-93.9% | $4,676-96.0% | $2,756-93.1% |
| Participant deferral / active EE | $3,549 | $3,453+2.8% | $5,629-36.9% | $4,299-17.4% |
| Admin fee / account holder | $5,028 | $7,993-37.1% | $15,914-68.4% | $6,940-27.5% |