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 | $90,959 | $81,777+11.2% | $148,496-38.7% | $69,733+30.4% |
| Participation rate | 58.3% | 70.9%-12.6pp | 76.0%-17.8pp | 62.5%-4.2pp |
| Annual return | 6.68% | 14.38%-7.7pp | 12.33%-5.6pp | 15.22%-8.5pp |
| Employer contribution / active EE | $545 | $2,488-78.1% | $3,497-84.4% | $2,250-75.8% |
| Participant deferral / active EE | $2,256 | $3,367-33.0% | $4,808-53.1% | $3,054-26.2% |
| Admin fee / account holder | $5,975 | $2,991+99.8% | $19,547-69.4% | $3,102+92.6% |