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 | $66,802 | $72,492-7.8% | $87,102-23.3% | $72,983-8.5% |
| Participation rate | 64.3% | 72.8%-8.5pp | 76.9%-12.6pp | 69.5%-5.2pp |
| Annual return | 11.82% | 24.46%-12.6pp | 28.19%-16.4pp | 81.01%-69.2pp |
| Employer contribution / active EE | $6 | $1,894-99.7% | $2,521-99.8% | $2,440-99.7% |
| Participant deferral / active EE | $2,633 | $3,270-19.5% | $4,048-35.0% | $3,608-27.0% |
| Admin fee / account holder | $3,991 | $5,055-21.1% | $7,491-46.7% | $5,124-22.1% |