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 | $77,862 | $81,208-4.1% | $98,920-21.3% | $79,852-2.5% |
| Participation rate | 68.0% | 72.5%-4.5pp | 76.0%-8.0pp | 69.6%-1.6pp |
| Annual return | 10.18% | 60.99%-50.8pp | 196.47%-186.3pp | 31.72%-21.5pp |
| Employer contribution / active EE | $263 | $1,960-86.6% | $2,689-90.2% | $2,471-89.3% |
| Participant deferral / active EE | $2,296 | $3,265-29.7% | $4,245-45.9% | $3,740-38.6% |
| Admin fee / account holder | $1,989 | $6,013-66.9% | $6,643-70.1% | $5,306-62.5% |