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 | $51,826 | $98,240-47.2% | $82,312-37.0% | $147,586-64.9% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 6.01% | 30.85%-24.8pp | 25.88%-19.9pp | 578.59%-572.6pp |
| Employer contribution / active EE | $452 | $3,192-85.9% | $2,428-81.4% | $4,876-90.7% |
| Participant deferral / active EE | $1,505 | $4,383-65.7% | $3,706-59.4% | $5,439-72.3% |
| Admin fee / account holder | $5,569 | $8,563-35.0% | $5,608-0.7% | $10,886-48.8% |