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 | $63,267 | $126,519-50.0% | $106,201-40.4% | $145,959-56.7% |
| Participation rate | 66.7% | 77.7%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 6.91% | 225.10%-218.2pp | 116.26%-109.3pp | 561.95%-555.0pp |
| Employer contribution / active EE | $258 | $3,726-93.1% | $3,170-91.9% | $4,661-94.5% |
| Participant deferral / active EE | $2,565 | $5,716-55.1% | $5,012-48.8% | $6,689-61.7% |
| Admin fee / account holder | $22,545 | $17,312+30.2% | $11,039+104.2% | $13,398+68.3% |