Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $69,165 | $110,137-37.2% | $161,149-57.1% | $82,637-16.3% |
| Participation rate | 66.7% | 72.4%-5.7pp | 78.8%-12.2pp | 68.1%-1.4pp |
| Annual return | 9.94% | 20.69%-10.7pp | 21.16%-11.2pp | 53.51%-43.6pp |
| Employer contribution / active EE | $512 | $2,856-82.1% | $4,360-88.3% | $2,552-79.9% |
| Participant deferral / active EE | $3,823 | $4,575-16.4% | $6,153-37.9% | $4,126-7.4% |
| Admin fee / account holder | $3,489 | $9,467-63.1% | $15,194-77.0% | $7,339-52.5% |