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 | $66,459 | $183,539-63.8% | $155,556-57.3% | $145,897-54.4% |
| Participation rate | 45.5% | 82.7%-37.3pp | 78.2%-32.8pp | 80.3%-34.9pp |
| Annual return | 3.30% | 61.31%-58.0pp | 64.84%-61.5pp | 552.29%-549.0pp |
| Employer contribution / active EE | $903 | $5,315-83.0% | $4,675-80.7% | $4,663-80.6% |
| Participant deferral / active EE | $2,665 | $6,467-58.8% | $5,631-52.7% | $6,689-60.2% |
| Admin fee / account holder | $10,404 | $19,275-46.0% | $15,885-34.5% | $13,390-22.3% |