Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $92,390 | $86,949+6.3% | $102,460-9.8% | $80,959+14.1% |
| Participation rate | 59.3% | 72.4%-13.1pp | 76.5%-17.3pp | 67.7%-8.4pp |
| Annual return | 10.17% | 18.89%-8.7pp | 29.47%-19.3pp | 35.67%-25.5pp |
| Employer contribution / active EE | $629 | $2,370-73.5% | $3,025-79.2% | $2,757-77.2% |
| Participant deferral / active EE | $4,554 | $4,121+10.5% | $5,056-9.9% | $4,300+5.9% |
| Admin fee / account holder | $5,967 | $8,048-25.9% | $9,460-36.9% | $6,925-13.8% |