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 | $86,608 | $97,550-11.2% | $120,344-28.0% | $87,485-1.0% |
| Participation rate | 63.9% | 72.8%-8.9pp | 76.7%-12.8pp | 68.9%-5.0pp |
| Annual return | 9.14% | 18.41%-9.3pp | 20.30%-11.2pp | 26.06%-16.9pp |
| Employer contribution / active EE | $437 | $2,291-80.9% | $3,020-85.5% | $2,596-83.2% |
| Participant deferral / active EE | $2,812 | $4,230-33.5% | $5,135-45.2% | $4,274-34.2% |
| Admin fee / account holder | $14,617 | $9,543+53.2% | $12,742+14.7% | $7,775+88.0% |