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 | $60,410 | $69,977-13.7% | $108,582-44.4% | $62,881-3.9% |
| Participation rate | 59.0% | 72.9%-13.9pp | 79.6%-20.6pp | 69.3%-10.3pp |
| Annual return | 4.46% | 10.73%-6.3pp | -51.70%+56.2pp | 20.14%-15.7pp |
| Employer contribution / active EE | $248 | $2,135-88.4% | $3,758-93.4% | $2,281-89.1% |
| Participant deferral / active EE | $3,590 | $3,165+13.4% | $4,311-16.7% | $3,203+12.1% |
| Admin fee / account holder | $3,939 | $5,076-22.4% | $7,645-48.5% | $4,296-8.3% |