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 | $90,021 | $114,119-21.1% | $107,187-16.0% | $138,895-35.2% |
| Participation rate | 47.1% | 78.1%-31.0pp | 75.0%-28.0pp | 79.9%-32.9pp |
| Annual return | 9.05% | 273.21%-264.2pp | 204.55%-195.5pp | 145.39%-136.3pp |
| Employer contribution / active EE | $851 | $4,059-79.0% | $3,782-77.5% | $4,194-79.7% |
| Participant deferral / active EE | $2,202 | $5,538-60.2% | $5,096-56.8% | $6,396-65.6% |
| Admin fee / account holder | $4,946 | $10,024-50.7% | $9,162-46.0% | $12,562-60.6% |