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 | $86,242 | $114,712-24.8% | $173,730-50.4% | $87,485-1.4% |
| Participation rate | 67.5% | 73.0%-5.5pp | 79.6%-12.0pp | 68.9%-1.4pp |
| Annual return | 9.68% | 20.18%-10.5pp | 19.96%-10.3pp | 26.06%-16.4pp |
| Employer contribution / active EE | $649 | $2,904-77.6% | $4,577-85.8% | $2,596-75.0% |
| Participant deferral / active EE | $4,118 | $4,642-11.3% | $6,326-34.9% | $4,274-3.6% |
| Admin fee / account holder | $29,984 | $10,210+193.7% | $17,523+71.1% | $7,775+285.7% |