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 | $82,152 | $95,453-13.9% | $112,040-26.7% | $82,448-0.4% |
| Participation rate | 59.0% | 72.8%-13.8pp | 76.5%-17.5pp | 68.1%-9.1pp |
| Annual return | 2.62% | 23.92%-21.3pp | 24.52%-21.9pp | 41.64%-39.0pp |
| Employer contribution / active EE | $169 | $2,318-92.7% | $2,954-94.3% | $2,551-93.4% |
| Participant deferral / active EE | $2,460 | $4,224-41.8% | $5,098-51.7% | $4,139-40.6% |
| Admin fee / account holder | $21,895 | $9,013+142.9% | $12,098+81.0% | $7,234+202.7% |