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 | $61,964 | $72,492-14.5% | $87,104-28.9% | $72,975-15.1% |
| Participation rate | 38.2% | 72.8%-34.6pp | 76.9%-38.6pp | 69.5%-31.3pp |
| Annual return | 4.40% | 24.46%-20.1pp | 28.19%-23.8pp | 81.01%-76.6pp |
| Employer contribution / active EE | $282 | $1,894-85.1% | $2,521-88.8% | $2,440-88.4% |
| Participant deferral / active EE | $2,353 | $3,270-28.0% | $4,048-41.9% | $3,608-34.8% |
| Admin fee / account holder | $3,367 | $5,055-33.4% | $7,491-55.1% | $5,124-34.3% |