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 | $83,246 | $88,707-6.2% | $74,184+12.2% | $273,972-69.6% |
| Participation rate | 46.2% | 79.4%-33.3pp | 76.6%-30.5pp | 83.0%-36.9pp |
| Annual return | -4.74% | 11.94%-16.7pp | 17.74%-22.5pp | 41.46%-46.2pp |
| Employer contribution / active EE | $431 | $3,159-86.4% | $2,370-81.8% | $4,869-91.2% |
| Participant deferral / active EE | $2,345 | $4,212-44.3% | $3,550-33.9% | $5,287-55.6% |
| Admin fee / account holder | $3,881 | $8,717-55.5% | $5,586-30.5% | $10,133-61.7% |