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 | $63,863 | $89,259-28.5% | $107,187-40.4% | $82,637-22.7% |
| Participation rate | 53.8% | 67.9%-14.1pp | 75.0%-21.2pp | 68.1%-14.2pp |
| Annual return | 9.95% | 21.02%-11.1pp | 204.55%-194.6pp | 53.51%-43.6pp |
| Employer contribution / active EE | $345 | $3,080-88.8% | $3,782-90.9% | $2,552-86.5% |
| Participant deferral / active EE | $1,725 | $4,037-57.3% | $5,096-66.2% | $4,126-58.2% |
| Admin fee / account holder | $395 | $7,381-94.6% | $9,162-95.7% | $7,339-94.6% |