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 | $59,034 | $91,179-35.3% | $178,499-66.9% | $79,852-26.1% |
| Participation rate | 37.1% | 69.2%-32.1pp | 81.9%-44.8pp | 69.6%-32.5pp |
| Annual return | 9.02% | 24.19%-15.2pp | 151.10%-142.1pp | 31.72%-22.7pp |
| Employer contribution / active EE | $156 | $3,256-95.2% | $5,011-96.9% | $2,471-93.7% |
| Participant deferral / active EE | $1,067 | $3,236-67.0% | $5,202-79.5% | $3,740-71.5% |
| Admin fee / account holder | $22,334 | $6,749+230.9% | $13,986+59.7% | $5,306+320.9% |